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.
Professional Services
Asset Management
Securities Brokerage
Life Insurance
Independent Wealth Management and Family Offices
Private and Affluent Banking
Powering these
companies and more
And other industries are delivering it in a wide range of formats and channels
You’re competing for audience attention so make sure your content is engaging
Don’t just send and hope. Rich analytics power optimisation and success
Activate your teams and build more, deeper client relationships with our modular software solutions
Activate your teams and build more, deeper client relationships with our modular software solutions
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.
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We are the Content Engagement Platform that helps Private Banks win back the attention of their teams and clients.
We are the Content Engagement Platform that helps Affluent Banking win back the attention of their teams and clients.
Remove barriers to generating more and better content.
Generate compliance approved content over 10x faster with no design expertise
Make it easier for your teams to find and use content for sales.
Drive 9x more sales activity
Understand genuine team activity, content performance and client engagement.
Faster management insights on sales activity
Eliminate product pushing and enable story-telling faster.
Uplift revenue by 30% over 3 months
Use content to build rich multi-dimensional profiles on team and client appetites, and to power personalisation.
20x more client engagement
Modular and easy to adopt or integrate, fast to deploy with no integration needed out of the box.
'Private banking grade' data security and privacy
Transaction history and portfolio holdings are not accurate measures for
personalisation. Content engagement is.
Today’s technology can make shopping faster, easier, and more precise than ever before. So why are consumers still waiting in line? From slow checkout lanes to absent associates, in-store shoppers are still struggling with the same headaches they’ve always faced. Online, the situation is only slightly better.
Source: The Future of Asia Wealth Management 2024
Speak with us about our content engagement solutions.