Simplify Client-Product Matching and Investor-Opportunity Pairing with Adapt IQ Financial Services Accelerators
Identifying investment products that align best with each client's needs and efficiently targeting individuals and organisations within the client base who are most likely interested in specific investment opportunities is a time-consuming task.
Adapt IQ's team of experts assists in developing robust search and analysis tools within Salesforce, enabling accurate product and investment recommendations seamlessly. Our solutions leverage customer knowledge to provide tailored and valuable insights, empowering advisors to match clients with suitable products and investors with relevant opportunities.
Automate Documentation and Due Diligence
Generating and distributing essential documentation efficiently, ensuring compliance, and expediting the verification process for due diligence purposes is a manual and time-intensive process.
With Adapt IQ's expertise, we streamline the follow-up process for every client interaction by automating the creation and delivery of customised documents. Our solutions provide a comprehensive audit trail, and through self-service portals, clients can upload signed copies, simplifying the verification process. This optimises document management, enhances efficiency, and provides a seamless experience for clients.
