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What is EATT?
EATT 2024 Disturbance Demo – VouchedFor
- Satisfied Clients: Elevation scours your existing client base to uncover hidden growth potential.
- Effortless Feedback: Elevation integrates seamlessly with intelliflo. It automatically sends out personalised client surveys at key touchpoints, capturing valuable insights without adding to your workload.
In their own words:
- Unlock the full value of feedback. VouchedFor’s enhanced client survey, Elevation, helps firms identify and unlock revenue opportunities within their client base.
- Elevation works seamlessly with intelliflo to automatically send a feedback invitation to clients at key stages of their journey, helping advice firms collect valuable reviews more efficiently.
- The platform then shares powerful, cross-industry MI to help you improve your client experience and grow revenue. The best advisers go one step further, sharing the review on their public profile and utilising this in their marketing to attract and convert new clients.
Product Displayed: The Financial Planner’s AI Assistant
Presenter: Alex Whitson & Sam Hillier