IS THIS YOU?
Are you a director or senior manager, steering a financial services company such as a platform, adviser network or other tech powered business?
IS THIS YOUR DILEMMA?
Your firm spends hundreds of thousands on its online systems, ranging from CRM, fact finding, ATR profiling up to digital or hybrid financial advice. Your online system has capabilities that are objectively incredible- and yet your clients or customers likely miss the feeling of support and engagement they experience when they deal directly with your trusted and experienced advisers or staff.
You may not exactly be lying awake at night worrying about this. However, at the very least it’s a constant niggling concern in your strategic decisions.
CAN WE HELP YOU?
WTL provides licensed software solutions and associated consultancy advice which support platform/portal based financial services businesses in helping their customers to make better decisions online- and to feel good about those decisions.
We do this via a range of approaches, including our proprietary client-centred personality profiling software.
We have also successfully delivered major product design projects as consultants to leading tech based financial services companies, in fields such as end to end digital/hybrid advice and client engagement.
LET’S FIND OUT …
If you would be interested in exchanging some information or having a short conversation via Teams or your preferred call option, please let us know.
We’d love to understand more about your approach in these exciting (and sometimes challenging) times for businesses serving the needs of retail financial services clients.
You can get in touch via [email protected]
Image credit: Bruce Mars via Unsplash