Wealth Management Voice
Description
Vocal Characteristics
Language
EnglishVoice Age
Young Adult (18-35)Accents
North American (General)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
Welcome to a new client Advisor. Wealth management experience. It's here to help new and existing clients achieve their financial goals and help advisors build more meaningful relationships. Here's how it works in three simple steps. Clients that goals open accounts and fund them. It's that simple. It all starts with a personalized welcome in an easy and intuitive way for clients to share their financial information. If the client needs to reach out to the adviser at any point during their journey, they could do so easily. No box or scripts, just real people goals air personal important. So clients can fully customize each of their goals based on their unique needs and wants. They can then go ahead and add any relevant investment information that will provide insight to their advisor. With all of their information collected, clients could now view basic output through easy to understand visualisations, including an asset allocation graph based on risk. When they're all set, the client consume Leslie scheduling meeting with their advisers. After they meet, the adviser develops and shares customized plans full of additional insights to help the client achieve their goals. If they like what they see, the client can work with the adviser toe open an account which could be done simply and on the go, thanks to pre filled information, one click terms and conditions and digitally uploaded ble documents with an account open, all that's left to do is fund it. Klein's could do so seamlessly through a variety of options, including instant account verification, And with that, the client is ready to invest with you. Come be a part of this new client experience.