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Before
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Self-reported needs
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Random outreach
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Manual execution
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After
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Continuous discovery
Targeted outreach
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Scalable efforts
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Easily build and distribute interactive experiences that engage clients and uncover their true needs
Segment and visualize clients with similar needs to focus on high-impact opportunities
Showcase the value of expertise, collaborate with clients and incentivize next actions
Market corrections become opportunities to build deeper and more meaningful relationships with all clients, not just top-tier ones
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Get insights to better understand clientsManage financial and life events Enhance in-person interactions Discover preferences in real-time Identify development opportunities Automate repetitive tasks Differentiate from competitors reachoutDiscover individual practice needs at scaleNurture high-impact relationships.svg)
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Consumers/Businesses
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Advisors/Teams
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Financial Institutions
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Financial Products
