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Many organisations in the wealth and asset management, life insurance, securities brokers and professional services industries are still sending out content like it’s twenty years ago. Aside from the content looking out of touch there is more fundamental challenge. Their audience has moved on. And organisations are losing business.
Young or old, east or west, people are spending more time than ever online, and on social media, consuming well designed and addictive content. An old fashioned forty page PDF document isn’t the ice breaker anymore. A term sheet filled with small writing, jargon and tables won’t engage recipients.
So how can the industry move forward?
That’s where we come in.
GoUpscale is a software company that’s enabling organisations to use transformative AI and GenAI technologies to raise their content game, use it to activate their teams, and to better understand, and raise engagement with, their clients.
Despite important challenges that are ever-present in our regulated industries, we strongly believe that a transformation in content should be right at the top of the priority list.
It doesn’t matter whether it’s a structured product termsheet, a research report, a policy renewal document or a sales training guide – more engaging content is an imperative for all forms of sales and marketing related information, to enhance the productivity and professionalistation of the sales and relationship teams, and bring value, at scale, to prospects and clients by way of more relevant and tailored services and solutions – let alone to merely survive.
Source: The Future of Asia Wealth Management Series 2023, Accenture
