Liberty InTouch allows the financial adviser or broker to engage with existing Liberty clients by providing them with the opportunity to hold meaningful conversations by providing them with maximum insight quickly and easily.
Liberty opportunities are sent straight to a smartphone in real-time.
Client profile information that is filtered, enriched, and easily accessible from the palm of your hand.
Our data engine suggests the next best product to buy, as well as your client’s propensity to be interested.
You will be able to manage your Liberty business seamlessly, increase your productivity, and boost sales.
Simplified the client management flow with additional journey management for specific meetings and outcomes.
- 28.8 MB
- Update Date:
- Liberty Group Limited
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