CAS Companion for Wealth

Advisor time is an expensive and finite resource for the Firm Most Advisors spend a significant portion of their day in client conversation, with the Phone being the primary means of live communication.

Deploying an integrated workflow product, designed to optimize for the Advisor experience, enables Business owners to improve a primary interaction moment between Advisors and Clients. Business owners will be able to enrich calls with embedded client intelligence, improve workflows, and increase service execution capabilities.​

This enables Advisors to focus on what they do best: serve every client like their best client thus improving client satisfaction and engagement with their Advisor.​

When client satisfaction and engagement improves, clients are more engaged with their Advisor, less likely to churn, and more likely to refer others to their Advisor, in turn driving new client acquisition and growth of AUM.​