Managing Client Experience

The majority of experts agree that the asset management mechanics will soon be fully automated. The quality of client experience will become the main factor determining the success of client acquisition and retention efforts at firms of any size.

High net worth clients are increasingly comfortable with technology. They are bringing tablets to meetings where many advisors are still trying to communicate using printed charts and paper.

With help of Paperfin, advisors can deliver impactful digital presentations, bridge the technology divide with their clients, and improve the overall client experience.

Paperfin Benefits

Sales Enablement
Use the consolidated content repository to arm client advisors with the most up-to-date marketing materials.
Digital Delivery
Improve client experience by turning every client meeting into an engaging and interactive experience. Bridge the digital divide with tech savvy clients.
Client Engagement
Use the private notes and secure file sharing capabilities to maintain client engagement before and after meetings.