Truly Know Your Clients
38% of clients believe quality investment information is the key to an advisor’s credibility. . .*
. . . so keeping clients engaged with top-quality information is essential to your business. Finworx comes with a library of financial information that is well-written, relevant, personalized, and timely—designed to help prove your credibility and turn your clients into raving fans.
Grow Your Book
An enthusiastic referral from a satisfied client is the most effective form of marketing. Since your clients already expect to hear from you, you have a great opportunity to exceed their expectations while giving them branded material they can pass along to potential leads. When the time comes to nurture your leads, our diverse library includes pieces written just for prospecting.
Your clients aren’t all the same. Your messaging shouldn’t be either.
360° View of Your Client
We use machine learning, investor personas, and various data sources to give you a highly personalized, comprehensive view of each contact at a glance.
Set it & Forget it Email Automation
Automate email “journeys” to maintain ongoing contact with clients, plan and schedule email distribution to recipient lists, send one-off messages, use prewritten templates, and more.
See which of your contacts are opening your emails, what persona types are the most engaged, which topics and messages are most popular, and even what time your emails are likely to be opened.
We believe software should be sickeningly simple to use. To ensure your experience with Finworx is easy and enjoyable, we will connect you with your very own expert Success Coach to guide your smooth transition.