Transform Your Wealth Management Practice with Intelligent Client Engagement
Elevate your client relationships, streamline operations, and drive growth with Libertify’s AI-powered wealth management platform.
Play Video
Empower Your Wealth Management Practice
Empower your wealth management practice with personalized client communications at scale. Libertify’s intelligent platform helps you deliver timely insights, streamline onboarding, and provide proactive service while ensuring compliance.
How it works for Wealth Managers:
- Convert PDFs and presentations into interactive experiences in minutes
- Add explanatory videos with a synchronized document highlighting
- Create dynamic policy explanations from existing materials
- Track engagement with every document element
- Deploy AI-powered chatbots for 24/7 policy questions
- Capture client queries and concerns automatically
- Generate real-time responses from policy documents
- Create personalized video explanations for complex terms
- Track which policy sections generate most questions
- Analyze common client concerns and interests
- Capture leads and opportunities automatically
- Monitor engagement patterns across documents
- Record all document interactions and queries
- Generate comprehensive engagement reports
- Track policy acknowledgment and understanding
- Document client comprehension automatically
Accelerate and Augment Your Wealth Management Expertise
How it works for clients:
Tailored Communications
- Receive relevant investment updates
- Get personalized market analysis
- Access custom investment recommendations
- View portfolio-specific insights
Preference-Based Engagement
- Choose communication channels
- Select content format preferences
Digital-First Process
Guided Experience
Smart Documentation
Instant Access
- Get AI-powered assistance
- Access 24/7 self-service
- Find quick answers
Market Intelligence
- Get timely market updates
- Understand market changes
- Comprehensive Reporting
- Access reports
- View interactive visualizations
- Document Access
- Access documents 24/7
- Review statements
- Investment Insights
- Understand strategies clearly
- Review fee structures
- Access portfolio analysis
- Get regular recommendations
Leverage Libertify’s Feature Sets to Build Your Innovative Client Solution:
Discover how our innovative platform can elevate your wealth management services by transforming cumbersome manual processes into seamless, efficient interactions. Request a demo today to experience firsthand how we enhance both client and advisor experiences with ease.
Ready to take the next step with the world’s #1 AI engagement solution?
Start your trial.
Try Libertify Wealth Cloud free for 14 days. No credit card. No installations.
Watch a demo.
Learn how Salesforce for financial services empowers customers’ financial success.
