The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients
The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program
As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level
Pre-written templates can help you deliver consistent, cohesive messages
Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations
These digital communication strategies can help draw more clients to your business in 2017
Clients want to hear from you more than you might think — and not only about their investments
In order for a discussion to be useful, it must have a structure
Yearend is a good time to review your strategy and ensure your messages are resonating with clients