Revolutionalise how you present your advice to clients with our interactive and dynamic presentation app.
- Convert word-based advice documents (SOAs, ROAs, Strategy Papers) into web versions in just a few clicks.
- Clients can post questions and comments to their advisers throughout the document.
- To boost your compliance, clients can acknowledge, confirm and provide consent within the app.
- Utilise video avatar capability to walk the client through the document.
Thinking about utilising digital tools for your advice delivery?
Personal connection
Digital enable advisers to establish a personal connection with clients, even if they cannot meet in person. Seeing and hearing the adviser builds trust and rapport, leading to stronger engagement and understanding.
Simplified explanations
DynamicDocs allows for visual and auditory explanations, making complex concepts easier to grasp.
Convenience and flexibility
Video delivery offers clients the flexibility to access advice at their convenience. They can review the document multiple times, ensuring they fully understand the recommendations before making decisions.
Video delivery is an effective tool that financial advisers can leverage to enhance client engagement and understanding. By integrating video into the advice process, advisers can achieve greater success with their clients.
Contact DASH today to learn how DynamicDocs can revolutionise your advice delivery.
