Milwaukee, WI – September 12, 2013
Today, Zywave announced an addition to its popular advisor marketing and client communication tool, Advisor Briefcase(TM). Comprehensive and easy to use, Advisor Briefcase mobile is tailored for advisors to deliver strategic, timely content to clients while they’re on the go. Advisor Briefcase currently houses hundreds of resources that cover a wide range of topics–from life events and client newsletters to marketing pieces for advisors.
Within Advisor Briefcase Mobile, advisors will be able to:
-Pull up relevant content throughout each client meeting on important topics that complement the financial plan, as well as respond instantly to questions with ready-to-share resources
-Email follow-up content directly from a mobile device, after client meetings, on the road or anywhere else
-Stay productive on the road, answering questions and sending content even without access to a computer
“Client expectations for responsiveness and collaborative engagement with their advisors are rapidly evolving,” said Cory Olson, product director at Zywave. “Advisor Briefcase mobile untethers advisors from their desktop, enabling them to search, show and send content directly from their smartphones and tablets.”
“Clients look to advisors for answers. Advisor Briefcase Mobile arms advisors with immediate solutions to client financial concerns on topics such as retirement and the economy,” said Cheryl Walecka, Senior VP of Sales & Marketing Operations at Zywave. “By giving clients the expertise and educational resources they need, advisors gain client loyalty and develop lifelong relationships.”
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.