“By streamlining operations and reducing manual effort, SmartIQ delivers meaningful benefits across the client and advisor experience, like:
-Accelerated response times: Onboarding and client service requests response times are quicker, increasing client satisfaction.
-Fewer errors and delays: Reduces NIGO rates, which minimizes back and forth with clients and builds client trust.
-Frictionless experience: Clients complete forms or provide data easily and on any device with intuitive, personalized interviews.”