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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.
Agent:
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.