Investing in a client-centric app shows you are serious about serving them.
We researched this for over 18 months and have invested 6 figures into creating a customisable app for clients of finance professionals.
â—¾ Your clients only ever see your company name
â—¾ Your clients only ever see your branding
â—¾ Only people you invite have access to your app
â—¾ You have full control over what your clients see
â—¾ Gives you the competitive edge
â—¾ Institutional grade security and encryption
It wasn't long ago that banks didn't have apps, and now most banks globally provide their customers with a convenient method to conduct business with them, in the palm of their hands.
The same thing will eventually happen for wealth management firms and financial advisors (some of the larger firms have already invested in their own tailored app solution) it's what people expect these days.
Think of it this way....the app isn't for you....IT'S FOR YOUR CLIENTS.
Visit www.mybrokers.app to see how your business can look and function utilising a smart app or simply email us with any questions.
Is it a CRM - NO
Is it a client management portal - NO
Is it unique - YES