Service Offering: Microsoft Dynamics 365 Customer Insights for Wealth Management Firms 2020-08-04T17:11:15+00:00

Service Offering: Microsoft Dynamics 365 Customer Insights for Wealth Management Firms

Financial advisors are in a highly competitive market, particularly during times of volatility. The two biggest adversaries are churn and robo-advisors. The key to coming out ahead is offering value that cannot be delivered by anyone else—value that will keep your clients happy and loyal…value that robo-advisors can’t offer. You need the ability to reach out proactively by:

  1. Developing and maintaining a real relationship that only a human can provide, and
  2. Figuring out how to predict what’s going to happen

How do you do it? With Microsoft Customer Insights. It looks at market data, strategies, world and local events, major life events, and even the day-to-day events you see on social media, linking those data sources and applying artificial intelligence (AI). Customer Insights gives you access to true, predictive relationship management, so you can be a strategic advisor.

Customer Insights offers from AKA Enterprise Solutions: 3 ways wealth management firms can beat robo-advisors and gain clients for life

About AKA Enterprise Solutions

For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help organizations achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.

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