Retain and Grow Your Existing Accounts
Relation Manager duties has gone beyond attending to inquiries and complaints, you also need to meet customers expectations – even when you didn’t get their feedback. But, it’s hard to satisfy someone you barely know. So, get to know your customers intimately. Understand what they desire most and support them to achieve their financial goals.
The RM Assist feature from Avantrade Wealth Management platform enable you to interact with your customers and provide them with the most reasonable advice regarding their investment goals.
RM Assist is a mobile application which aim for assisted selling and self-service, the features include portfolio rebalancing capabilities and entity concept where you can create multiple plans either jointly or individually and being able to consolidate the plan. And you could view it in an interactive dashboard.