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.