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Deepen advisor-client relationships through Guided Collaboration™

Unlock a rich behavioral data set that drives client engagement, advisor capacity and business opportunities

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TouchPoints™

Start conversations in real time by sending or receiving TouchPoints™. Gather contextual data on clients’ financial and life events through a seamless mobile experience.


Timeline

Showcase and measure the value of advice that’s not shown on investment statements. Track events in real time to get a complete picture of your clients’ financial life.

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Behavioral Intelligence

Segment clients based on key insights and behavioral profiles. Multiply your best advice to all clients with similar needs through AI-assisted wealth recommendations.


360 Discovery

Engage with new and existing clients through a guided discovery process. Visualize all your client insights and practice management analytics in one place.

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Understand clients and multiply best advice with ease

Before TelosTouch

After TelosTouch

December 2018: Market Correction

Mass client communication without an accurate understanding of client sentiment

TouchPoints™ gathers individual anxiety levels to send personalized communications

January 2019: Year Kick-off

Team is reactive and in retention mode after clients receive December statements

TouchPoints™ helps improve client experience and identify opportunities

February 2019: Tax Season

One month lost following up on tax deferred accounts and tax document management

TouchPoints™ reduces tax compliance to minutes for clients and days for advisors


Understand clients and multiply best advice with ease

Before TelosTouch

December 2018: Market Correction

Mass client communication without an accurate understanding of client sentiment

January 2019: Year Kick-off

Team is reactive and in retention mode after clients receive December statements

February 2019: Tax Season

One month lost following up on tax deferred accounts and tax document management

After TelosTouch

December 2018: Market Correction

TouchPoints™ gathers individual anxiety levels to send personalized communications

January 2019: Year Kick-off

TouchPoints™ helps improve client experience and identify opportunities

February 2019: Tax Season

TouchPoints™ reduces tax compliance to minutes for clients and days for advisors

Deepen client relationships and showcase the value of financial advice