SUPPORT & RESOLVE AGENTS
Support & Resolve
Wealth Management
Client servicing at scale for RM offices.
Problem
Relationship managers spend too much time on servicing and too little on advising.
How we solve it
The agent runs first-touch client servicing, statements, allocations, tax docs, meeting requests, and warms handoff to the RM only where advice is needed.
- First-touch client servicing
- Statements, allocations, tax docs
- Warm handoff to the RM
