SURFLY FOR WEALTH MANAGEMENT

Compliant digital interaction and collaboration technology

Used by leading wealth management firms to remotely onboard and advise clients within their existing digital journeys.

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Trusted by hundreds of companies and more than 200,000 users worldwide

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The push for digital transformation in Wealth Management has significantly increased due to the rapid growth in the number of advisor/client interactions occurring remotely. Whether it is client on-boarding, portfolio reviews, or upselling new services, there is a drive to adopt compliant solutions that recreate the in-person meeting experience remotely while increasing customer satisfaction, engagement, and conversion.

Using Surfly, wealth managers can recreate this in-person meeting experience, and collaborate securely, using co-browsing, video chat, e-signing and more.

Challenge

Onboarding and advising clients remotely

Surfly’s solution

Fully compliant digital interaction and collaboration technology, including e-signing, that enables you to fully onboard and advise clients remotely using your current digital applications and portals.

Result

A fully remote onboarding experience, that enables wealth advisors to focus on collaborating with customers to provide an exceptional and transparent customer experience, instead of worrying about the technology or tools that make it happen.

Challenge

Enabling digital interaction and collaboration features with existing legacy technology.

Surfly’s solution

Surfly’s technology enables you to add a layer of interaction that works within your existing omnichannel journey, including investment platforms, CRM’s, applications, websites, legacy systems, or any other digital technology.

Result

Recreate the in-person meeting experience and collaborate securely at any point in the customer journey, while using your company’s current technology investment. No need to rely on external screen sharing solutions like Zoom or Teams, keeping the conversation safely within your own domain.

Challenge

Security and compliance.

Surfly’s solution

Surfly employs TLS 1.3 transport security, full audit log features, and masking of sensitive customer data. We are also ISO 27001 certified and do not store any customer data. Ever.

Result

An enhanced experience that provides both you and your customers the highest levels of security and ensures that you remain fully compliant through all your financial based interactions.

Main use case:

  • Company:

    Enabling digital interaction and collaboration features to enhance the customer experience and increase conversions using current technology investments with minimal change to the current infrastructure or customer journey.

  • Sales:

    A compliant start to sign solution that allows you to onboard new clients, complete portfolio reviews, or upsell new products remotely.

  • Advisor:

    A secure and seamless way to digitally interact with clients and recreate the in-person meeting experience.

  • Support:

    Quicker resolution times that can increase conversion, NPS, and first call resolution.

  • Client:

    A personalized, collaborative, and secure experience that meets client expectation to be able to complete complex financial transactions remotely.

  • Advisory:

    A collaborative and transparent digital customer journey that enables you to advise clients as if you were face-to-face.

  • Catherine D
    23 November 2020

    Great additional service to our company!

    “It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.”

    Read the full Surfly review on G2

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  • Internal Consultant in Enterprise Financial Services

    25 March 2021

    Improve Your Customer Relationships

    “There are lots of co-browsing capabilities available today, especially as Covid has forced us all to be remote. Surfly is different. It enables a business to work directly with its customer rather than passing the control back and forth. Through its capabilities, businesses can not only train their own staff better, but, provide more personalized customer service by being able to go onto the screen with the customer and point out key messages, correct erroneous input, etc.”

    Read the full Surfly review on G2

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  • Consultant in Financial Services

    23 March 2021

    Good designed and easy-to- integrate product

    “The beauty of their solution! It’s simple, intuitive, and well-designed. The solution is also very easy to integrated into our platform, and maybe into any other platforms as well.”

    Read the full Surfly review on G2

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