DIGITAL WEALTH MANAGEMENT
Wealth and Financial Asset Management Solutions
Faster, friendlier, digital-first client engagement, with more efficiency and less riskRequest a Demo
Simplify Wealth Management Communications with One Platform
Providing seamless, personalized, and real-time digital wealth management experiences is key to retaining client loyalty and attracting younger investors, while also simplifying the work of financial advisors.
New Investment Account Opening
Digital disruption has raised expectations. Today’s clients expect to open new accounts in seconds, from anywhere, on any device. Through our collect capability, use intelligent, data-driven digital interviews to personalize the way you capture the data needed to open new accounts. Then produce compliant agreements for e-signing on demand. Fewer errors, more new business, good news for your top line.Learn More
Streamline and digitize client onboarding around automated forms processes and data capture. Create suitable investment proposals and other documentation to stay compliant with FINRA and other global regulation requirements. Onboard clients in minutes, not weeks.Read Solution Brief
Interactive, Omnichannel Client Reporting and Servicing
Turn the client reporting “moment of truth” into a real moment for your client and relationship manager. From data-rich graphical PDF reports to highly personalized, interactive digital reporting, the Conversation Cloud™ delivers omnichannel conversations your clients want. Increase back office productivity while empowering clients and financial advisors with more robust self-service capabilities.Visit Client Reporting
Wealth Management Customers Achieve Real Results
Our clients worldwide have successfully transitioned to digital wealth management and provided compliant, personalized wealth management communications with the help of the Conversation Cloud. By utilizing our platform, they've seen positive returns on investment. Find out how we can help you achieve similar results.
Improved Experience for Clients and Advisors
From desktops to mobile devices and in-app messaging, deliver a seamless and highly personalized omnichannel experience.
Reduce the need to rekey data, fix errors or produce documents manually.
From simple correspondence to complex contracts, disclosures and proposals, make life easier for your advisor partners.
Drive faster time to revenue by automatically generating and sending documents for e-signing with no need for imports.
Improved Efficiency and Productivity
Support straight-through processing for identity verification and other tasks.
Eliminate papter, postage and printing costs by shifting to digital engagement. Fewer forms data errors means less need for manual work. Cloud-based software reduces hardware and IT costs.
Reduce the paperwork burden for your advisor partners so they can focus on adding strategic value.
Continuously improve your client experience across digital and traditional channels. Get insights that support digital wealth management product development.
Gain Flexibility and Scalability with Lower IT Costs
Empower business users to manage and update content and rules without IT involvement.
Pre-built connectors and open APIs make it easy to integrate across your tech stack.
Reduce hardware and maintenance costs with a best-in-class, multi-tenant SaaS operation. Our solutions are independently certified and audited for security, resilience and adherence to best practices.
Support your lines of business with a single enterprise platform- from on-demand digital interactions to batch document generation.
Reduce Regulatory Risks
Put controls in place over content and templates with flexible business rules to adapt to different geographies.
Lock down and easily change adaptive forms questions based on changing regulatory standards by region.
Report easily on who changed what content and when for auditors.
“50% of affluent and high net worth clients think their primary wealth manager should improve their digital capabilities.”
Smart Communications Supports Service Excellence Strategy at St. James’s Place
A global 2000 financial institution, St. James’s Place in the U.K. offers investment, retirement advice and digital wealth management services. The company relies on the Conversation Cloud to simplify onboarding with integration to both Salesforce and DocuSign. By replacing paper and PDF forms, the company has accelerated turnaround time, reduced errors and made life easier for its advisor partners. With our Communicate capability, business users now manage document templates while advisors can rest easier knowing that their proposals are compliant with suitability regulations.
CLIENT SUCCESS STORIES
SMARTER Wealth Management Communications in Digital Wealth Management
Read 8 real-world examples illustrating how wealth management companies are working with Smart Communications to grow revenue and build loyalty, while reducing costs and compliance risks.Download Flipbook
Digital Wealth Management Software: See How It Improves the Client & Advisor Experience
Explore how the platform speeds up and simplifies all of your client conversations across the banking enterprise. See the power of our integrated capabilities working in harmony across multiple use case applications.
Reimagine Digital Wealth Management
Go deeper: Discover how these integrated capabilities work together in the Conversation Cloud platform.
Partners to Maximize Your Technology Investments
The Conversation Cloud partners and integrates with many of today’s leading core systems, working together to help financial services institutions deliver best-in-class client experiences. This means you can extend and get more value from the technology investments you’ve already made. It’s purpose-built for tomorrow’s composable banking IT stack.
More Resources for Wealth and Asset Management Firms
Learn more about how you can modernize your business, shifting to digital-first, two-way conversations with clients, financial advisors and other intermediaries.