We believe the right message to the right person at the right time can change the world.

Here's how we can change your world. . . 

Your clients aren't all the same. Your messaging shouldn't be either. 

  • Risk Profile

    Our questionnaire has been carefully crafted by our behavioral finance experts to reveal investors’ willingness to take risk and other financial preferences that help you understand their risk tolerance.

  • 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.

  • Persona-Based Messaging

    Our ever-growing library includes a range of information your clients expect—financial planning topics, current event pieces, and timely market updates. Each piece is presented in a unique way for each persona.

  • 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.

  • Engagement Analytics

    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.

  • Success Coach

    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.

Truly know your clients.

The best way to get more out of your client relationships is to know what they need, when they need it, and be the one to meet that need. As their advisor, your clients already expect to hear from you regularly. Finworx helps you keep up with each client’s financial journey, digital behavior, and communications, giving you a better idea of what information and services you should offer them at any given time. Ultimately, a full picture of your clients’ financial needs, preferences, and behavioral tendencies builds stronger trust and credibility.

  • Personalize Engagement

    If you’re anything like us, you don’t just want to keep your clients, you want to turn them into raving fans. Research shows that 38% of clients believe that quality investment information is the key to an advisor’s credibility.* That means that providing your clients with relevant, personalized, and timely financial information is imperative to your business. Picking up the phone when clients call is simply not enough, you have to keep them informed and interested, which is what we are here for. We want to help you treat your clients so well that they want to tell their friends…

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  • Grow Your Book

    An enthusiastic referral from a satisfied client is the most effective form of marketing. Since your clients already expect financial planning information and market updates, you have a great opportunity to both exceed client expectations and provide them with branded material to share with potential leads. You can also nurture your leads using the diverse selection of material in our library, including pieces written specifically for prospecting.

Interest piqued? 

Schedule a demo to see how Finworx can simplify your business.

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