What it can do for your business
Enables a client first focus
Reduces your wealth advisor’s worry about missing critical client information or dealing with risk assessment errors within a highly regulated and competitive industry.
Enhances your ability to prepare
Shortens the time needed to prepare for appointments, leading to increased productivity, quality appointments, and better client relationships.
Improves the client experience
Delivers the necessary and critical real-time information required to tailor a client’s financial portfolio around highly individualized needs and goals.
Why Discover Needs is critical for wealth advisors
- Take the guesswork out of busy client meetings
- Gain the power of true mobility
- Use real-time analytics to get key insights
- This app is backed by a great service plan