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Consumers may start a plan on their own, then hit a decision they won't make without guidance. Our collaborative financial advice model closes that gap without wasting time. Clients move from a self-directed plan to an advisor or your call center the moment they need one. No starting over.
Clients begin on their own and stay in motion. When they want to talk to a person, the client collaboration portal connects them to an advisor or your call center with the full plan, context, and history already in hand. No re-explaining. No re-keying. The conversation picks up exactly where the client left off.
Clients move from self-directed to advisor-supported on their own terms
Advisors open every conversation with the client’s full plan already loaded
Each request routes to the right place automatically
SAM does the analysis, so your advisors spend time on the advice — and build the relationship only a human can.
Empower your advisors to deliver the advice only a human can give, exactly when the client is ready to engage.
Self-directed planning and advisor-supported advice run on one platform, so you can dial engagement up or down by segment, channel or client without bolting on another system.
When clients reach out, Strategic Advice Manager® (SAM) introduces a complete picture of who they are, their goals and progress. That context turns a support request into guidance that deepens relationships.
The portal builds plans using the data you already hold, and SAM serves contextual strategies as their lives change. Each step earns the next, so clients keep coming back, and engagement, retention, and share of wallet move with them.
Built for any organization closing the gap between digital convenience and advice only a human can give.
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