“These experts are highlighting that a modern email program can quickly addresses 3 hot topics for Advisors and their Firm’s in 2021:

  • Changing client expectations for more proactive, personalized interactions

  • Firm’s want digital tools that quickly scale for higher impact and ROI

  • Advisors want more operational support instead of more “do-it-yourself” tools

In the sections below we cover each of these 3 areas in a more detail…”