The next gen clients are here.
Are you ready?

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 the wealth management eco-system:

Professional Services

Asset Management

Securities Brokerage

Life Insurance

Independent Wealth Management and Family Offices

Private and Affluent Banking

Powering these
companies and more

Your audience has evolved.
Have you?

So much content produced every day!

And other industries are delivering it in a wide range of formats and channels

But you’re still sending long emails with boring PDFs

You’re competing for audience attention so make sure your content is engaging

And you don't have data on what's working and not working

Don’t just send and hope. Rich analytics power optimisation and success

SOLUTIONS

A Content Engagement Platform.

Activate your teams and build more, deeper client relationships with our modular software solutions

smartContent
The future of content generation is here. We call it Smartcontent

Activate your teams and build more, deeper client relationships with our modular software solutions

SMARTHUB
A smarter way for sales teams to access content

Smarthub software activates your teams around a content catalogue that puts information right at their fingertips, and captures rich content engagement analytics.

smartshare
A smarter way to share sales content.
Smartshare software builds branded digital sales experiences that wow recipients and enable real-time engagement analytics that drive more and better sales.
SMARTCARDS
Smarter digital business cards

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.

industries

Serving these industries

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Private banking

We are the Content Engagement Platform that helps Private Banks win back the attention of their teams and clients.

Affluent banking

We are the Content Engagement Platform that helps Affluent Banking win back the attention of their teams and clients.

IWMs, RIAs and MFOs

We are the Content Engagement Platform that helps independent wealth managers, MFOs and RIAs add value to their clients.

Real
benefits.
Fast.

More, faster content generation

Remove barriers to generating more and better content.

Generate compliance approved content over 10x faster with no design expertise

Higher team productivity

Make it easier for your teams to find and use content for sales.

Drive 9x more sales activity

Richer data capture

Understand genuine team activity, content performance and client engagement.

Faster management insights on sales activity

More sales engagement

Eliminate product pushing and enable story-telling faster.

Uplift revenue by 30% over 3 months

Personalise your service

Use content to build rich multi-dimensional profiles on team and client appetites, and to power personalisation.

20x more client engagement

Technology that's built for ROI

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

Finally you can unlock the true potential of personalisation.

Transaction history and portfolio holdings are not accurate measures for
personalisation. Content engagement is.

Resource centre

Follow our company news and insights.
How wealth and asset managers can use technology to make more and better content, faster

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.

Follow our latest news from LinkedIn
Those firms that adopt gen AI quickly... apply it to areas like investment content, will reap the rewards.
The rest risk being left behind.

Source: The Future of Asia Wealth Management 2024

Stay ahead.

Subscribe to our 
newsletter.

A monthly or so newsletter that sums up all our news, tips, insights and observations from the world of sales engagement in the wealth management eco-system.

Go from boring to engaging.

There's never been a time to think about transforming your content.

Speak with us about our content engagement solutions.