Empowering Agents and Advisors to be High-Tech and Right-Touch

We’re living in an omnichannel, always-on world, moving seamlessly between social media, online search, email, and text messaging. Today’s advisors, agents, and bankers must quickly adapt to the new, digital-first reality or face the real risk of becoming obsolete.

To help, firms must reimagine the social and digital journey. Download this brief to learn strategies for:

  • connecting your corporate marketing efforts with field efforts
  • triggering your advisors to engage at the right moment on the right channel, and
  • establishing workflows to optimize field activities.