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Too many firms still rely on outdated PDFs, scattered emails, and fragmented communication. The result: disengaged clients, wasted RM time, and lost opportunities. Today’s HNWIs expect seamless, digital-first, and branded experiences.
Regardless of age or geography, today’s clients consume content in modern, digital formats. They expect concise, visually engaging, and personalised communications — not 40-page PDFs or jargon-heavy reports. To win trust, firms must evolve how they enable their client-facing teams.
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 activate their teams, and better understand and engage 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
