Industry sectors we support

WEALTH MANAGEMENT

Engage with investors at their convenience, using the channels they prefer, including new digital technologies. Deliver timely advice and richer reporting to your clients to strengthen your relationships and improve retention.

In an industry where relationships matter, making every client feel valued is critical. With investor expectations higher than ever, wealth managers need to be fully in tune with their needs and deliver a truly personalized service. It means being able to engage with investors at their convenience, using the channels they prefer and ensuring a seamless experience throughout. By embracing new digital technologies – web, email, mobile and social – you can reach new audiences, deliver timely advice and provide the richer reporting your clients demand, to build longer lasting, more engaging and profitable relationships.

 

  • One for marketing

    A SOLUTION FOR THE NEW MARKETING AGENDA

    Helping brands intelligently engage with their partners across all touchpoints; managing their journeys, humanizing digital interactions, fostering deeper relationships and increasing insight.

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  • One for sales and service

    STREAMLINE COMMUNICATIONS ACROSS EVERY TOUCHPOINT

    Transform engagement with partners and stakeholders by enhancing every sales and service communication across all touchpoints and moments of interaction.

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  • Now

    TRANSFORMING COMMUNICATIONS

    The leading on-premise solution that enables businesses to deliver high levels of personalization and relevance through communications; all from a single engine to manage the delivery of content across every channel.

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  • One Correspond for Saleforce

    GET MORE VALUE FROM YOUR SALESFORCE INVESTMENT

    Salesforce customers get more business value from their investment in the Sales Cloud, Service Cloud and Marketing Cloud, with solutions designed for ease of use that work seamlessly from within the Salesforce environment.

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KEY BENEFITS TO THE WEALTH MANAGEMENT SECTOR

We open up new ways for your business to drive innovation in its client services. Our solutions enable you to manage every touch point in your client relationships, delivering a highly personalized service across existing and new channels – increasing engagement and client retention.

CUSTOMER EXPERIENCE

Better engage with your clients
Interact with clients how they want, when they want and in the way they want. Provide richer interaction around investment decisions – with highly tailored client proposals and reporting.

Boost loyalty and advocacy
Deliver a highly personalized experience that strengthens your client relationships and encourages them to recommend your services, by keeping them fully informed of new developments and demonstrating your value as a trusted advisor.

Increase client retention
Give your clients every reason to stay, by delivering a differentiated service experience and being seen as an innovative, digital-savvy business, firmly in touch with their needs. Keep your business front of mind, with timely, relevant updates and alerts.

Maximize lifetime value
Gain greater insight into your client needs and better target and tailor investment product and asset allocation proposals – increasing cross-sell and up-sell opportunities.

 

OPERATIONS AND EFFICIENCY

Streamline business processes
Drive new levels of efficiency in the way you create, deliver and update your communications – from digital interactions to correspondence and client reporting - by enabling staff to collaborate in real-time and eliminating manual processes.

Increase responsiveness, agility and time to value
Empower business users to manage all client interactions without being dependent on IT – result in faster development, deployment and maintenance of proposals, statements and alerts.

Exploit new digital channels and online communities
Take advantage of a single platform to manage all communications and interactions seamlessly across all channels – web, email, mobile, social and print – to service clients in new ways. Introduce self-service capabilities, enabling clients to securely access information on their investment portfolio and fulfill common service requests.

Simplify compliance
With 'update once, update everywhere' capability, you can respond faster to new regulatory demands and maintain a full audit trail of your communications.

 

RELATED MEDIA

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Case Study AMP
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White Paper Wealth Management
 

WHAT OUR CUSTOMERS SAY

“The agility, efficiency and greater customer satisfaction that we are benefitting from as a result of using Thunderhead will play a major role in helping AMP strengthen its brand, gain competitive advantage, grow revenue, increase customer advocacy and enhance shareholder value.”

Paul Roveto
Head of Customer Communication Services
AMP