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GoUpscale is bringing the old-school wealth management industry
into the new era with AI powered Content Engagement Technology
that engages the next generation of advisors and clients.
With trillions of dollars to be passed down over the next few years, our AI powered Content Engagement Platform helps organisations attract, retain and upsell the next generation of clients.
Built for:
Private and Affluent Banking
Independent Wealth Management and Family Offices
Professional Services
Asset Management
Securities Brokerage
Life Insurance
Engage your teams and build more, deeper client relationships with our modular software solutions.
Our AI powered technology takes your existing factsheets, term sheets, brochures and reports and makes them more engaging. Really quickly.
Smarthub software activates your teams around a content catalogue that puts information right at their fingertips, and captures rich content engagement analytics.
With wow-factor design, rich enterprise-grade features, and stringent data privacy, Smartcards are the number 1 digital business card for wealth and asset management.
Our technology is made specifically to meet use cases in the wealth and asset management related industries.
Designed to meet specific use cases inside of the Private Banking service model
Addressing new era sales and prospecting challenges to drive engagement at scale
Enabling Independent Wealth Managers, MFOs and RIAs to add tangible value to their clients
More: active sales teams, engaging content and engaged clients
Make it easier for your teams to find and use content for sales
Open rates soar thanks to content formats and delivery clients love
Understand genuine team activity, content performance and client engagement
Remove barriers to generating more and better content
Fast to deploy with no integration needed out of the box
Transaction history and portfolio holdings are not accurate measures for
personalisation. Content engagement is.
Powering these
companies and more
Stay on the pulse of GoUpscale’s developments and insights into content engagement.
Latest insight
With new wealth management industry and technology trends emerging, this year is set to be a transformative one, and not just for GoUpscale. As technology advances and expectations shift, we’re looking forward to key developments that will shape the sector. Industry evolution: slow but steady progress The financial industry has
Speak with us about our content engagement solutions.
