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Win more AUM with engaging client meetings
High-net-worth clients expect excellence. Vibe Smart Whiteboard transforms your analytics and strategies into dynamic client experiences that drive engagement and results.
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Engage clients, win more AUM with Vibe
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Integrate client financial statements and mark up tax documents directly on screen, creating a collaborative experience.Take the position of authority by standing up and drawing retirement plans, estate structures, and investment allocations directly on the large touchscreen.Integrate and mark up financial statements directly on screen for collaborative planningCommand the room by visualizing retirement plans and investment strategies on the touchscreen
Present compelling investment strategies in-person with interactive visualizations that respond to client questions in real-time.Engage remote clients in hybrid meetings with collaborative tools that let them provide input and see changes to their proposal instantly.Present dynamic investment strategies that respond to client questions in real-timeEngage remote clients with collaborative tools showing proposal changes instantly
Digitally review and complete agreement documents together, ensuring clarity and understanding while maintaining compliance requirements.Securely integrate with e-signature platforms and wealth management systems to finalize paperwork efficiently while building the foundation for ongoing relationship management.Digitally review and complete agreement documents together, ensuring clarityIntegrate with e-signature platforms to finalize documents efficiently while maintaining compliance requirements
Conduct interactive portfolio reviews that clearly visualize performance against goals, making complex data immediately understandable.Facilitate family wealth planning sessions where multiple stakeholders can collaborate on legacy and succession strategies from anywhere.Visualize portfolio performance against goals, making complex data instantly clearSecure multi-generational AUM through remote family planning sessions
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