Every missed conversation is a missed opportunity

Easily uncover needs, 
act at the right moment, 
and strengthen relationships

 

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Advice Enablement
that accelerates
value delivery
and revenue 

Convert 1-way communications into TouchPoints that generate business opportunities and servicing actions

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Scalable

More effective than 1 on 1 meetings

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Intimate

More personal and engaging than emails

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Relevant

More targeted to address needs in real-time

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Benefits

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10X to 20X team’s reach, engagement and opportunities
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Easy to deploy and cost effective
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Personalized services that increase loyalty
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Improved efficiency and timely impact
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Easily build and share best practices 

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Easily visualize and act on client data

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A standalone or an add-on to leading CRMs

"Personalized and meaningful advice always starts
with the right conversation at the right time"
Jad Chehlawi - Founder and CEO 

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Get in touch to learn how