Wilmer Gibson Will Launch GrowthscapeSM To Improve Advisors Ability in Servicing Their Customers
The firm’s new digital solutions will allow more time for client relationships
Wilmer Gibson, a leading financial services firm providing world-class wealth management services, today announced the launch of GrowthscapeSM, a new advisory technology platform which will transform the way advisors do business through a new fully digital account onboarding experience. This integrated workflow will be used for opening, funding and improving features in accounts helping to make advisors’ daily work more efficient, and allowing them to concentrate more on adding greater value for customers through activities like investment and financial planning.
Beyond creating greater efficiency for advisors, the experience simplifies the account opening process for their customers by reducing significantly the volume of information that they need to review. This rollout will be followed by a series of GrowthscapeSM platform enhancements planned for the coming months.
“Wilmer Gibson is implementing new technology to its existing digital competence that will save advisors’ time, this being a top priority for us because it helps them focus more on building deeper relationships with customers,” said Rick Toh, Director at Wilmer Gibson.
“Time is the most important and valuable commodity advisors have, and more than half of advisors we surveyed said they lose out on valuable customer time because of account opening time consuming process, so we have adjusted the entire mechanism to give advisors a more efficient way to handle many of their daily tasks,” added Mr. Toh.
Wilmer Gibson’s new account opening process offers investors a succinct overview of only the relevant data and disclosures needed for a transaction, also majorly reducing the amount of info an investor needs to review before starting capitalizing on the market opportunities immediately. The outcoming result is a faster and straightforward authorization for investors and a simpler confirmation process for advisors.
Wilmer Gibson will continue to invest in its technology enterprise-wide, leveraging its scale to develop new capabilities and enhancements that meet the unique needs of each of its customers, including improving customers’ experiences by digitizing key transactions and functions.
About Wilmer Gibson
Wilmer Gibson is a leading financial services firm providing a wide range of investment solutions, securities, investment management and wealth management services. Our team consists of industry-leading investment professionals deep in talent, ideas and experience — all dedicated to providing our clients with a world-class experience in the management of their wealth. Wilmer Gibson is committed to preserving customers’ capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles. Our success in developing long-term client relationships is founded on common values, a thorough understanding of our clients’ goals and a keen desire to earn and keep their trust and confidence.
News Via: KISS PR Story News https://story.kisspr.com
The above review statements are those of the sponsor (Source of content) and do not necessarily reflect the official policy, position or views of the content publisher. The content distribution company is therefore not responsible for the content and its authenticity and legal standing of the above subject matter. Each individual is required to exercise its content when making a purchase from the above offer. The information does not constitute advice or an offer to buy. Any purchase made from the above press release is made at your own risk. Consult an expert advisor/health and professional advisor before any such purchase. Any purchase made from this link is subject to the final terms and conditions of the website's selling as mentioned in the above as source. The content publisher and its downstream distribution partners do not take any responsibility directly or indirectly. If you have any complaints or copyright issues related to this article, kindly contact the company this news is about.
DISCLAIMER of Liability. IN NO EVENT SHALL OUR PR COMPANY BE LIABLE OR RESPONSIBLE TO YOU OR ANY OTHER PERSON FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR EXEMPLARY DAMAGES OF ANY KIND, INCLUDING WITHOUT LIMITATION, LOST PROFITS OR LOST OPPORTUNITIES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ADVANCE AND REGARDLESS OF THE CAUSE OF ACTION UPON WHICH ANY SUCH CLAIM IS BASED, INCLUDING, WITHOUT LIMITATION, ANY CLAIM ARISING OUT OF OR IN CONNECTION WITH ANY OF THE CONTENT, INCLUDING, WITHOUT LIMITATION, AUDIO, PHOTOGRAPHS, AND VIDEOS, OR OF THE ACCURACY, RELIABILITY, OR LEGALITY OF ANY STATEMENT MADE IN OR OMITTED FROM ANY advertisement, sponsorship, endorsement, testimonial, opinion, or other product-related or service-related statement or review appearing in the Websites or in ANY post or article distributed via the Websites.