Accelerate Financial Services and Trading Through Rich Information Experiences
The financial sales and trading cycle is complex and difficult to navigate - for both the advisor and the client. The number of information sources and applications required to provide complete and accurate advice makes the effort to go from idea to actual trade time consuming and fraught with risk.
As an advisor, your money is made on the volume of trade your clients perform, but if all transactions are similar across financial institutions, what differentiates you from your competitors? Position yourself as a trusted advisor by streamlining the investor experience and minimizing the friction involved with trading on your research and advice.
This 360° perspective supports an optimized self-service client experience and enables you to provide the insights and advice that deliver results quickly.