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 the sector's current 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 delivers market-leading data, insights and solutions that empower wealth management firms to streamline business, provide reliable advice and ensure an exceptional investor experience.
Advisor Dashboard provides:
Contextualisation of data and insights
With contextualisation throughout the journey, you can view market data and insights in the context of your practice, households or clients – with any relevant market insights being contextualised to the impacted accounts.
Summarisation and analysis
Summarise and quickly analyse your entire book of business, demonstrating the effect of market movements at a glance.
Flexible in user views
By combining client portfolios with LSEG content, analytics and visualisation, you can create a better overview and shorten the response time when appropriate actions are needed (e.g., client calls and needs to understand how market movement is impacting their portfolio).
