BACK TO DEMO LIST
What is EATT?
EATT 2024 Disturbance Demo – Asset-Map
- Transforms complex financial information
- Into a visualisation of a household’s financial inventory
- To optimise advice engagement through clarity, trust and speed”
In their own words:
- Asset-Map is an advice engagement platform that helps Financial Professionals cut through complexity to optimise communication, build trust and deepen relationships with client households.
- With a simple, but rich visualisation of the client’s financial inventory, clients experience a comforting sense of clarity that translates into quick and confident decision-making.
- Coupled with cashflow calculators and reporting features, Asset-Map quickly becomes the go-to technology for engaging and recording advice conversations.
Product Displayed: Asset-Map
Presenter: Gary Winslow