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Dealer Groups
Engagement Hub offers dealer groups private and public communication areas to streamline and record interactions. The private area facilitates direct communication between dealers and individual advisors, while the public area broadcasts communications to all advisors. Engagement Hub ensures smooth communication and collaboration within your dealer group and advisor network.
The Benefits
Broadcasting System
Easily broadcast important updates, compliance information, and product news to your entire network of financial advisors, ensuring consistency and timely communication across all channels, globally or privately.
Compliance Monitoring
Track and manage compliance-related communications across your advisor network, ensuring all advisors are up-to-date with regulatory requirements, policies, and guidelines through seamless notifications and reminders.
Centralised Document Sharing
Share compliance documents, marketing materials, and financial resources securely within your network, ensuring all advisors have access to the latest tools, resources, and regulatory updates.
Automated Compliance Alerts
Send automated alerts to advisors about compliance deadlines, regulatory updates, or new policies, reducing the risk of missed deadlines and keeping your network aligned with industry standards.
Cross-Region Communication
Ensure consistent communication across different regions by standardizing broadcasts and private messages, allowing dealer groups to maintain control and clarity regardless of geographical boundaries.
Private Messaging
Facilitate secure, private communication between dealer groups and advisors, ensuring confidential conversations and personalized updates that maintain trust and clarity within your network.
Efficient Task Delegation
Delegate tasks and share action items across your network with ease, ensuring that each advisor has clear, actionable objectives to meet client needs and compliance deadlines efficiently.
Advisor Performance Tracking
Monitor and track advisor progress on key metrics, compliance tasks, and client engagement through integrated tools, allowing dealer groups to provide timely support and guidance.
Secure Document Storage
Store critical compliance and financial documents in a secure, easily accessible platform, ensuring your advisors always have the information they need, when they need it.
Global Communication
Maintain effective communication with financial advisors across multiple regions, offering global broadcast and private messaging capabilities to ensure alignment and cohesion throughout your entire network.
Real-Time Updates
Send real-time updates on market trends, regulatory changes, and other critical information directly to advisors, keeping them informed and able to make timely, data-driven decisions for their clients.
Targeted Communication
Use advanced segmentation features to target specific groups of advisors with relevant updates, training materials, and incentives, ensuring that messages are always relevant and impactful.
Advisor Network Collaboration
Facilitate collaboration across your advisor network with shared resources, training materials, and discussions, fostering a community of knowledge and mutual support that elevates client service.
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SIMPLIFY
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ENGAGE
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