Digital Colleague
for Advisory Firms
Make proactive client management more efficient, more enjoyable, and less error-prone.
Looking for a simple way to assess what’s going on in your client’s financial situation?
And are you ready to take your advisory firm to the next level?
The solution: a Digital Colleague
The Digital Colleague supports advisors by taking over part of their client management tasks. Let your new colleague help with the annual follow-up care of your client portfolio. With the Digital Colleague, you can save up to 70% on the costs of this process and create new commercial opportunities!
It’s very simple:
By effectively deploying the Digital Colleague to initiate, execute, and complete repetitive processes, you create a strong starting point for personalized and substantive advice. You select which clients you want to approach. The Digital Colleague contacts those clients and guides them through a dialogue. At a time that suits them—24/7. Based on the information your client provides to the Digital Colleague, you determine what action is needed. This finally gives you the time to do what you do best: advising.
NOT TO BE CONFUSED WITH A
‘STANDARD CHATBOT’
In recent years, chatbot technology has advanced significantly. There are general-purpose chatbots that can answer questions from website visitors, but there are also more specific ones (so-called single-purpose chatbots) developed to facilitate tasks like client management. The Digital Colleague is one of these specialized chatbots.
Together with 12 advisory firms who contributed during the design phase, Nationale Waarborg and Dialog Group developed the Digital Colleague—a practical value-add for the advisory profession. The Digital Colleague is used to support advisors and offload client management tasks.
What makes the Digital Colleague even more unique: both in its dialogues and in the surrounding communication, psychological techniques have been applied to maximize effectiveness. Behavioral experts carefully crafted psychologically and ethically sound texts that guide your client toward the desired action: completing the chat.
PROVEN SUCCESS:
Turn client follow-up care into a commercial success—efficiently.
Source: VvAA
40%
of the approached clients complete the entire conversation with the Digital Colleague.
8
is the average rating clients give the Digital Colleague.
10%
of clients request a consultation after interacting with the Digital Colleague.
Client management with a modern twist:
