Drive productivity and increase compliance.
Why Engagement Hub?
Financial advice is no longer about investing client wealth in an appropriate product. It is about managing the client’s emotions as they traverse life. It is about building trust that you are there with them in times both good and bad. Engagement Hub delivers just that. A range of products from initial consultation to ongoing relationship management.
Product Offering
Calculators
We offer two online calculators that can be branded and plugged into your website. The retirement calculator and the insurance calculator. These enable your website visitors to determine how financial advice can help them achieve their aspirations.
Engagement Tools
The Engagement Tools is a rich repertoire of forms that enhance every interaction between an advisor and their client. Among a suite of offerings, it has forms for Discovery, Fact Find, One Page Plan, financial health check and much more. These forms are fully integrated into XPLAN.
Advanced Tools
Our advanced toolset has simplified complex processes. We offer tools to elegantly capture and calculate if client goals can be met with their existing investments. Further, the tool is designed to provide levers that can help you determine how to bridge the gap between current state and aspiration.
PRODUCT FEATURE
Engagement Forms that help you create value for your clients
A smart system designed for managing the client-advisor relationship.
TESTIMONIALS
Trusted by some of the smartest people in the Financial advisory business.
Request a Demo
Get a commitment-free online demo of Engagement Hub for your business.
