Project

WELL CRAFTED WEALTH

A culmination of B2B and B2C solutions in Financials Services and Financial Technology (FinTech) Space.

Intro

INCREASING CLIENT ACTIVATION BY OVER 2000% IN LESS THAN A YEAR!

Providing a service-based solution for broker-dealers and brokers to increase sales & compliance using cutting edge technology.

Details

TAKING DATA ANALYTICS TO THE NEXT LEVEL

Challenge

In the financial services world, most broker dealers and their brokers struggle with 1) staying in compliance with changing regulations 2) Leveraging data to personalize the client experience, and finally 3) staying in contact with their customers.

Solution

Most brokers / agents store client notes in closed systems or handwritten notes. By leveraging data-collection and content marketing techniques, we’re able to gather and organize more client information and deliver personalized content to re-activate clients, and peak their interest at the right time for various financial decisions.