Proprietary support technologies built into the DirectAdvice platform allow
your Financial Advisors and Help Desk representatives to monitor and interact
with users, leading to stronger, multi-dimensional customer relationships.
Account Management Advisor or CSR View
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DirectAssistance, our proprietary "real-time" online collaboration software,
enables your financial advisors or call center representatives to interact with
users in real time, answering questions, annotating browser windows and
directing customers to relevant content or product offerings. It can be
initiated either by the customer or your staff members. Inbound email management
can be used for those times when live support is not available.
A sophisticated outbound email solution allows you to accurately target
marketing and promotional initiatives based on the progressively richer customer
profiles captured by the platform. It can also be used to automate tailored
product offerings to individual customers. Our content management system can be
populated with research reports, product literature, and additional articles
which can then be linked throughout the planning and advice application. And our
performance analytics capabilities allow you to compile user profile data, as
well as site traffic analysis, to provide you with a complete picture of your
customers at both the micro and macro levels.
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