Yes, 2020 should be the year that you solve your digital strategy as this is the easiest way to get your clients onboard and find more ways to build revenue and future planning with them!
Recently our CEO was at an Industry Conference and what he identified was the number one query from others at the Conference was “How do we use digital to grow my business?”.
When we look at how many other industries are moving to the digital sphere like ordering food on Deliveroo, watching movies on Netflix, booking transport on Uber – it seems to be the way that most companies are progressing their businesses to meet today’s demands and consumers!
And that means the Finance industry as well!
So, the myprosperity Team has committed to helping Financial Planners go digital, and we want to launch your personalised apps in 2020 to kickstart your businesses for the new year! Pretty exciting isn’t it!
Your personalised branded digital app will…..
1. Make your business more efficient. Think about having a digital Fact Find and all the data you want right at your finger tips……… plus, there’s also digital document signing, document storage, financial checklists for your clients, push notifications and much much more. The paperless office can really become a reality, not to mention the reduction in time it’ll take you to do the same tasks as before!
2. Deliver a dedicated client portal with live balance sheets all in the one location which are accessible 24/7 by you and your clients with all your Client’s Fact Find data and details available at any time, and all held securely.
3. Identify new revenue opportunities by using data from your client portal to uncover new revenue streams while delivering additional value for your clients.
If you are frustrated and not sure how to solve some of your challenges especially in how to create your digital strategy – then this is your opportunity to take action and set your business up for growth via digital in 2020.
We are committed to making our resources available to deliver personalised branded apps for you in January 2020!!! So, get on board now – don’t miss this key turning point for your business!
So, what do you do next? Click the button below to book a complimentary 30 minute call with our team, where we will….
1. Listen to your goals for 2020 and build a plan together.
2. Give you real examples of how to use digital and an app to grow.
3. Give you a timeline to deliver to launch your own App in 2020.
We look forward to helping you kickstart your business in 2020!
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