Acquire leads on digital. Engage and nurture them till conversion. Streamline processes. Future has been built by Financial advisors for financial advisors.
Millennials crave human relations but expect a digitally savvy advisor. Future text-messaging is the right tool for advisors to connect with a younger generation that will invest the wealth of tomorrow.
Achieving full compliance using Future is as easy as Using Whatsapp or Telegram. And no need to fill in the CRM, Future does it automagiccaly for you.
Future simplifies the enrollment process acquiring data, documents and signature of customers remotely, directly from the app, in a fast, easy and compliant way, reducing the location friction and optimizing the acquisition funnel.
With its sleek design and lean user experience Future conceives a modern efficient image to the company.
With aggregate and minute data on network activity and performance across every customer journey phase.
Enhance communication with consultant and streamlines the flow of information between the bank, the consultant and the customer
Future combines the efficiency of MSODs (Mobile Services On-Demand) and the value of trust, human relation and professional consultancy
Using Future as a customer is just cool. The mix of mobile, availability, sleekness, immediacy and the value of a professional consultant advisor at the tip of the finger brings the whole investing experience to a new level.
