Imagine having detailed, quantified information on each prospective client's financial goals, concerns, risk tolerance, and sensitivity to fees before meeting with them. You now can with TrueChoice® Preference Technology.
In just minutes, TrueChoice® provides a comprehensive profile of a client's precise preferences.
Financial Advisors Can Now
Improve client aquisition rates
Capture all possible cross-selling and bundling opportunities
Price services to strike the ideal balance between client satisfaction and profit
Establish a unique level of trust and increase client loyalty and retention
Using an intuitive, user-friendly interface, TrueChoice® leads clients through an interactive dialogue, allowing them to communicate their priorities and preferences.
Along the way, TrueChoice® offers interactive educational tools to explain how your advisory services can help them achieve their financial goals.
This process can take place face-to-face with the guidance of an advisor, or it can be offered through any web-enabled PC, kiosk, or mobile device.
Clients Benefit From
Gaining the confidence that your offerings are part of a well conceived plan that meets their objectives, not simply a sales pitch.
Relief from feeling overwhelmed by the ever-growing number of financing and investment options.
Having investment and financing strategies presented to them in the context of their own objectives, rather than industry jargon.
Overcoming the reluctance to openly discuss their level of understanding of your services.
Financial Services
