WHITE PAPER

What If You Could Treat Every Client Like Your Top Clients?

This strategic guide reveals how Co-Intelligence helps teams act with precision and deliver personalization that scales.

BY TRANSFORMING SERVICE DELIVERY, YOU CAN EXPECT

10x – 20x

Team’s Reach & Client Engagement

50%

Opportunities Book Meetings with Advisors

20%

Opportunities Book Meetings with Advisors

10x to 20x

Team’s Reach &Client Engagement

5 to 20

Opportunities per 100 Engaged Relationships

50%

Opportunities Book Meetings

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PROFESSIONALS FROM LEADING FINANCIAL INSTITUTIONS COMMUNICATE THEIR NEEDS THROUGH TELOSTOUCH

In the fast-paced world of finance,
timely interactions can change the game.

They can grow your business. They can protect you from the competition. The problem is that these opportunities for growth and stronger relationships are held back by existing engagement, visibility and growth challenges.

Institutions who find a way to serve all their clients like the top ones, will have the right conversations at the right time.

Our Complimentary Whitepaper Reveals

The Client-Relationship Paradigm Shift

Discover how increasing client expectations coupled with a lack of contextual data is putting pressure on client relationships. Without visibility at scale, you can’t deliver personalized services at scale.

Common Client Engagement Challenges

Convert every missed conversation into an opportunity to serve clients and accelerate revenue. Without timely engagement, you are missing opportunities due to changing needs and preferences.

The Breakdown in
Expertise and Value Delivery

Unlock trapped expertise and amplify the impact of your team by providing them tools to systemize and multiply their best strategies. Without the ability to act at scale, your best practices can’t benefit all your clients.

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Wealth Advisors, Asset Managers, and Insurance Experts Trust TelosTouch to Achieve their Goals

"The additional income earned from using TelosTouch has already paid for itself for years to come. Between new insurance opportunities, increased asset contributions, and valuable mortgage and real estate referrals, I was able to add value to clients across multiple financial planning fronts and engage harder-to-reach clients."

Rishi Sholanki

Certified Financial Planner, Elite Private Wealth

"The TelosTouch solution is arriving at a critical time when clients’ expectations and digital habits are changing very quickly. The functionalities and experiences created by TelosTouch are clearly a turnkey accelerator for financial institutions that are pivoting towards personalization supported by digital tools."
‍

President and CEO

Leading Asset Management firm

"TelosTouch enables me to effectively bring more value to my clients. In the same seamless experience, I used videos to introduce a service and a team expert, while allowing my clients to select what they need from me, personalize my offering and schedule meetings. With one TouchPoint, I developed 30 new servicing opportunities."

Roger Aoun, CIM®, FCSI®

Senior Investment Advisor, Manulife Wealth