Financial Services

Acquiring new clients is the primary way asset management firms grow. But there are other ways to generate new relationships, grow existing client relationships, and feed profitability simply by increasing your operational efficiencies and removing barriers to growth. One of these ways is to make automated, omnichannel appointment scheduling available to support your asset management […]

Consumers have choices. In the highly competitive field of asset and wealth management, it’s especially critical to get clients or advisors to connect to you, improve their client engagement, and help expedite their decision to invest. Enterprise appointment scheduling can help your firm close asset and wealth management deals faster — by increases in high-quality meetings, […]

As consumer comfort with digital interactions has dramatically increased, consumers now expect financial institutions — including those in the wealth management sector — to meet them digitally. Wealth management firms must tap into the convenience and personalization that comes by combining advisory relationships with new digital capabilities. In general, the move to digital has been […]

How Financial Advisors and Relationship Managers Can Create Personal Connections that Build Trust and Drive Growth with Appointment Scheduling As Financial Services battlegrounds are redrawn, there is a renewed urgency for more personalized client interactions. The financial services industry is in the midst of a major transformation. Driven by technology advances, shifting US demographics, and […]

Learn how the merger of TimeTrade and SilverCloud benefits credit unions and the important role their combined technology plays in iTHINK’s digital branch strategy.

As credit unions continue to adapt their operations to the COVID-19 pandemic and re-openings, the demand for appointments continues to climb as members look for different ways to interact with their financial institution. In January 2021, credit unions using Engageware online appointment scheduling saw a 166% increase in the number of appointments scheduled per branch, […]

Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy and inefficient customer interactions in the absence of physical branches. Engageware recently presented at Future Branches […]

Institutions with NPS Over 60 Have 26% Higher Growth In today’s climate of shifting consumer demand coupled with COVID restrictions, banks and credit unions are focusing on ways to keep customer engagement high, while also ensuring that the quality of each interaction remains a top priority. By offering online appointment scheduling to all customers, financial […]

In response to overwhelming demand for a scheduling solution that’s quick to implement, but still powerful enough to balance COVID-19 restrictions and a coming surge in banking demand resulting from the CARES Act, Engageware created the Essential Banking Package. Here’s why. An Immediate Need to Revamp Operations While most of the nation is shut down […]

The financial services industry is in the midst of a generational transformation. By 2030, millennials will likely be well on their way to becoming the age group with the largest investable wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for […]

Over 75% of distribution leaders see sales productivity as a top of mind issue. Something strange is happening in institutional sales. A study by Deloitte’s Casey Quirk shows that despite steady industry growth, sales productivity for asset managers has seen a dramatic decline over the past several years. As a matter of fact, it is […]

As consumers, each time we interact with a company, it leaves an impression. Whether we’re placing an order, chatting with a live agent, visiting a physical store or branch, or browsing a website, these encounters have a major impact on how we perceive that brand. In an age when customers have more choices than ever […]

Top performing financial advisors spend 40% more time with clients relative to the average advisor. That should not come as a surprise. Engaging clients at key milestones along their financial journey is vital to acquiring new clients, retaining their business, and growing their assets. The need for help is clear – 78% of consumers surveyed […]

What growth killing mistakes are you making with your financial advising business? Trying to handle everything on your own is not scalable and could be costing you opportunities and negatively impacting your customer relationships. In this interview with Jason Hill of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton we discuss: […]

How can financial advisors grow their client base and increase inbound prospects? With a combination of networking, marketing, referrals, and technology. Jason Hill, President, and Founder of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton joins us to talk about how financial advisors can grow their business. In this interview we […]

Today’s Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want, across multiple channels. Web, mobile, app, or phone — all represent viable Millennial engagement options that financial services sellers must tailor to […]

Google Duplex not only represents the tech giant’s newest capability – it turns the page on how customers and businesses will interact going forward. Artificial intelligence (AI) has officially gone to the next level, and the relevant use case is directed towards a task that’s seminally indispensable to both businesses and consumers: appointment scheduling. In […]

Credit unions continue to win over consumers by positioning themselves as community-oriented institutions that provide a wide range of financial services. This success stems from credit unions’ early recognition of today’s on-demand consumers’ heightened expectations and their insistence on a better customer engagement paradigm. Through personalized services and a member-owned financial model, credit unions create […]

Next week marks the return of what has become perhaps the biggest technology trade show in the U.S.: Dreamforce. The annual Salesforce extravaganza of sessions, A-list keynote speakers, and thousands of companies exhibiting their Salesforce-connected wares will dominate the city of San Francisco. For companies that rely on Salesforce as their customer relationship management solution, […]

A new Department of Labor (DOL) Fiduciary Rule goes into effect April 10, 2017 that will have a major impact on financial advisors, including wealth managers, brokers/dealers, and asset managers. There are rumblings that the incoming Trump administration or the Republican-controlled Congress could roll back or delay this new DOL ruling on financial advisors. However, […]

According to consulting firm Deloitte, by 2020 millennials (defined as those born between 1980 and 2000) will make up an estimated 50 percent of the global workforce and are expected to control between $19 trillion and $24 trillion on a global scale. As the transfer of wealth shifts to this generation, they are looking more […]

Meeting the full-service advisory needs of individuals, families, business owners and senior executives, this award-winning, fast-growing firm has earned a reputation for solid counsel combined with innovative client engagement. Jason Hill, founder and president of Client Focused Advisors, sat down with Engageware to share his “10 Tips for Financial Advisors for Client Loyalty.” Founded in […]

Delivering Unprecedented Personalized Service Addressing the needs of individuals, families and corporations in central Massachusetts, Girard (G9) Financial Group, LLC is an independent, full-service financial planning and investment firm specializing in total asset management. Its offerings include but are not limited to: investment, estate, education, insurance, and income tax planning. Girard Financial Group “walks the walk” […]

Girard Financial Group is an independent investment and insurance services financial advisory firm based in Millbury, Massachusetts.  President and Founder Daniel F. Girard Jr. LUTCF says, “Many of our clients retain us to be their personal CFO. We do that through a mix of professionalism and outstanding service to both individuals and small to medium […]