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Unitifi's Financial Behavior Assessment & Communication Guide

Know Your Clients Better

Overview

This solution pushes data generated by ucit.unitifi.com & feeds it into the subscribers Salesforce account via custom objects. This helps streamline use by financial professionals in custom reports, automated communications, & meetings with clients.

See How Unitifi's Financial Behavior Assessment & Communication Guide Works

Subscribers can send unlimited assessment to their clients
Allows financial firms and professionals to increase AUM & retention rates through better communication
Provides the opportunity for subscribers to save up to 30% on E&O Insurance premiums through strategic partners such as Lockton Affinity
Clear insights about client financial behavior can reduce litigation risks & strengthen compliance related knowledge of client

By fostering interactions of profound understanding with your client as it relates to their financial behavior, Unitifi awards financial advisors an evident advantage to how they communicate with, guide, and administer to their clients based on each of their individual needs and preferences. The UCIT tool and corresponding research findings allow for a more appropriate allocation of time, resources and information to each investor on a stream-lined, data-driven basis. The conclusion of each client’s assessment cultivates in an easy-to-use, always handy, “coaching sheet” for the advisor. And, as a result, Unitifi can reduce (1) litigation risk, (2) E &O Insurance, (3) marketing spend, (4) and miscommunication failures. Additionally, Unitifi can increase (1) client retention, (2) assets under management, (3) a dynamic onboarding process, (4) and, a more suitable referral process. The time, energy, and resources typically spent on these types of expenditures can be radically repurposed within the firm into other, less robust areas.