Save time and build stronger client relationships through a more valuable engagement experience.
In today’s fiercely competitive market, we understand the immense pressure wealth firms and advisors face to attract, engage, and retain clients. Rapid advances in technology and digitalisation are forcing firms to rethink their business strategy, client engagement models and how to effectively demonstrate their value to clients.
LSEG understands these challenges and is building advisor-focused workflow capabilities and tools to:
- Improve efficiency and productivity through effective and relevant content discoverability.
- Contextualise the relevance of market activity and its impacts.
- Provide useful insights and information to help advisors generate investment ideas for their clients.
- Equip advisors to have more informed, meaningful, and personalised client engagements.
Introducing the Advisor Dashboard
The Advisor Dashboard, which is part of the LSEG Workspace ecosystem and tailored to the Wealth community , brings to life market data and insights relevant to the advisors’ practice, households, or clients. It combines client portfolios with LSEG content, analytics, and visualisation tools to create an enhanced overview – which will shorten response times, increase efficiencies, and ultimately help to grow their business.
LSEG Wealth Data Solutions
Creating a compelling and personalised digital experience is key to attracting, engaging, and retaining investors, helping you increase trading volumes and assets under management. Our flexible and intuitive digital solutions seamlessly integrate our content and analytics to provide investors with the insights and tools to invest with confidence and maximise their financial wellness.
Explore our Wealth Data Solutions
