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Investor engagement is the key to the success of dealers, financial advisors, and wealth management firms. Univeris GoalINSIGHTS facilitates investor engagement through goal-based investing.
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The Univeris Blog features insightful articles and the latest information on our products.
Goal Tracking and Machine Learning Enhance the Client Experience
From mass customization and customer-centricity to client best interest and targeted reforms, it’s all about the client experience in wealth management today. Naturally, gaining a...
Welcome to the Era of Customer Centricity in Wealth Management
A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry's focus shift over time...
How Does A 360 Investor Engagement Look?
Do your investors have actionable activities to achieve their financial goals? With the rapid evolution of customer needs and technological possibilities, it is becoming harder and harder for...