Give advisors access to your marketing content that drives revenue, referrals, and client loyalty.
Accent delivers a single, secure repository for everything your advisors need to drive client retention and growth.
Easily tailor and personalize content for client meetings—even from your smartphone! RMs can quickly create custom decks and share via private client microsites.
Personalized email campaigns and newsletters keep clients thinking about you and let them know you are thinking about them.
Ensure brand consistency and message accuracy with sophisticated controls and business rules. Automatically include disclosures based on content selection and other requirements.
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 CRM, marketing automation, email, data repositories, document repositories, workflow—you name it. We have over 300 connectors to business systems.
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.
