There´s an essential NEED for advisors and other employees (branch´s manager, account managers, wealth managers, …) to be fully UP-TO-DATE on Bank´s products & services, markets info and research, and to be connected among them and with the Bank they work for/with.
Most of Banks have Intranets, but the format of a “Social Network” is pretty disruptive, and some Top Private Banking players have introduced social media functionalities to their advisors and clients ´platforms.
Among other features, in FinanceHUB advisors & asset managers can:
- Post in their social profile news, research and interesting contents that followers (investors, traders, other advisors,…) can access to through their corresponding newsfeed.
- Create private “Group” profiles to be just them and their clients (or all members of the family), so they can chat or have a webinar at any time, share any documentation (charts, research, videos, web links,…), comment the client´s portfolios, schedule their meetings, etc.
- Create a social profile for every single Model Portfolio/Mutual Fund/Financial product/service, so they can speak and chat directly to their investors/holders, informing about their movements, changes, markets related circumstances,… So investors really feel comfortable, confidents and attended, as this is a great difference compared to the current standard in the financial Wealth Management industry where investors receive just a cold monthly PDF with their portfolio information.
- Create groups to discuss and inform about specific topics, e.g. US Equity markets, specific companies, Investment opportunities in Blockchain,….
- Drive conversations with investors both publicly and through private individual or in group messages.
- Create online/offline events and invite to all clients, or just selected ones.
- Create lists of clients (like Twitter) to send out specific information, customized newsletters, …
- … and many other social features that let Advisors be fully prepared to serve clients, and to offer them personalized Wealth Management Services by knowing in depth every single investor, so being able to provide ad-hoc investment solutions to all clients individually.