Enrich
A suite of enriching experiences that help advisors build intimacy with clients and strengthen relationships with their partners.
More referrals. Higher walletshare. Greater retention.
Is your advice experience failing women?
Help your advisors build stronger relationships with the 70% of women who feel less connected to their advisor.
Adopt a risk profiling experience that treats both partners equitably.
Bridge the risk gap for deeper trust and loyalty.
6 in 10 couples have meaningful differences in risk preferences.
90% of the time, advisors don't detect it.
Advisors who can connect the dots earn greater advocacy and higher loyalty.
Staying in harmony with clients has never been easier.
Client preferences change, often in ways they can't or don't want to say.
Routine gamified "check-ups" reveal changes, so your advisors can stay in front of client behavior and spot new ways to deepen relationships.
Enriching client relationships.
Consistently. Repeatably.
Engagement that clients welcome.
Quick, intuitive gamified experiences make it easy and enjoyable for clients to reveal their true selves.
Behavioral science and design at the core.
Harness the power of the world's leading decision science and behavioral economics research to build higher value client relationships.
Enterprise-grade technology.
A modern tech platform with full API integration, built to scale and configurable to your advice workflows.
A productivity jolt your advisors will love you for.
Automatable. Programmable.
We make it easy for advisors to set their own relationship enrichment program.
Request a demo to explore the enrichment capabilities of our client engagement platform.
Related insights to inspire and challenge.
Comply
Make recommendations meeting the highest standards of suitability.
Digital & Hybrid Advice
Captivate digital natives with a native digital advice experience.
