Augment relationships by revealing changing needs in real-time.
TelosTouch is the missing link between institutions, advisors and clients to stay know and easily act when it matters.
Book a Demo
Feature 01
TouchPoints
Send personalized communications at scale to manage financial and life events with ease. Reveal client needs, context and behavior through an interactive and real-time experience.
Feature 02
Timeline
Measure and communicate the value of advice that is not shown on investment statements. Answer client requests and incentivize next actions with a unified visual display.
Feature 03
Actionable Dashboards
Create new data that institutions don’t have but need to better serve their clients. Segment clients with similar needs and multiply advice to increase workforce capacity.
What are Augmented Relationships™?
It's when real-time engagement converts into easily actionable insights.Remotely
At Scale
Relationships™
Benefits
A new engagement model that leads to the right action at the right time.
Rollout event or product driven campaigns
Communicate beyond traditional statements
Develop need-based products and material
Intervene on life and financial events with ease
Obtain insights to deliver personalized advice
Do heavy lifting once then multiply best practices
Simplify decisions and follow through on plans
See the impact of services and advice
Interact in real-time when needed
Use Case
How we helped with the COVID-19 crisis
Problem: Clients are panicking because they can’t see what their advisor is doing. Advisors don’t know what to do next because they don’t know who needs an intervention.
TelosTouch: Advisors can make their efforts more transparent, customize their communication, learn about clients preferences and stress levels.
Results: TelosTouch identifies anxiety levels, financial interest and clients’ need for more engagement.
Use Case
How we helped prepare virtual meetings
Problem: Clients spend an hour with their advisors and end up going through the same repetitive steps (market update, investment, financial plan). Advisors repetitively do the same thing and lose interest.
TelosTouch: Clients can customize their experience while focusing advisors and meetings on what matters most to them.
Results: TelosTouch personalizes advice, client education and business opportunities (asset consolidation, insurance etc.)
Use Case
How we helped plan tax season remotely
Problem: Advisors and their assistants spend several weeks on the phone and sending emails to get the tax contribution and compliance needs of their clients. Clients have no easy way to communicate their intentions
TelosTouch: Advisor can get this information in a few days and clients can do this in the comfort of their home in less than 2 min. This easy process incentivizes next action.
Results: TelosTouch allows follow through on plans, asset discovery at other institutions and external expert mapping (accountants etc.)
Technology Comparison
Our innovation is focused on the following attributes to augment your existing technologies.
Features
Benefits
TelosTouch
CRM
Marketing Automation
Financial Planning
Robo
TouchPoints
Discovering behavior and context
Executing comprehensive plans
Timeline
Tracking the added value of advice
Incentivizing next actions
Client Requests
Connecting client and advisor experience
Real time interactions
Actionable dashboards
One to many client compaigns
Actionable analytics
Built for
Hit or miss
Not built for
Contact Us