Wealth Management Industry Solutions

Industry Solutions

Wealth Management

Create seamless advisor and Marketing teams

Give advisors access to your marketing content that drives revenue, referrals, and client loyalty.

A single source for everything advisors need

Accent delivers a single, secure repository for everything your advisors need to drive client retention and growth.

Personalize materials for clients

Easily tailor and personalize content for client meetings—even from your smartphone! RMs can quickly create custom decks and share via private client microsites.

Stay top-of-mind with clients

Personalized email campaigns and newsletters keep clients thinking about you and let them know you are thinking about them.

Put a compliance wrapper around personalized content 

Ensure brand consistency and message accuracy with sophisticated controls and business rules. Automatically include disclosures based on content selection and other requirements.

Track everything shared with clients

Documents, emails, web meetings—all captured and stored for auditing or analysis. Full text search let’s you easily audit or review anything shared with clients.

Integrate with your business 

Integrate CRM, marketing automation, email, data repositories, document repositories, workflow—you name it. We have over 300 connectors to business systems.

Analyze everything

Our Synthesis™ Analytics Engine is specifically designed to help revenue teams analyze all aspects of their execution. Content performance, seller effectiveness, deal progression, and pipeline heath just to name a few.

Ready to see more?

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