Connect more, engage better: How Wealth InFocus transforms investor relationships

View interactive summary
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Investors are underwhelmed by traditional CX efforts

100+
communications received by investors for each account, every year
82%
of customers want a better digital experience before letting go of paper
71%
of customers prefer more personalized account summaries

Wealth InFocus delivers a modern omni-channel experience

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Enhanced digital engagement

Interactive emails and print statements complete with QR codes guide investors to personalized microsites

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Quick access to essential information

  • Put account details and action items at investors’ fingertips
  • Consolidate key account and regulatory communications
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Reinforce advisor/investor connections

Differentiate advisor communications with messages and insights tailored to their investors

Wealth InFocus in action: Cetera Financial

Cetera advisors are using the intuitive, investor-centric journeys to leave lasting impressions and build relationships at scale. Once your clients experience Wealth InFocus, they’ll never go back.

78%

of investors say it’s a better digital experience

88%

of investors want to keep receiving communications

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Wealth InFocus is a cutting-edge communication experience that improves client engagement, drives digital transformation and enhances investor connections with advisors — making Cetera even more unique in a crowded, legacy landscape.
Tom Gooley
CCO

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