You can’t act on opportunities you can’t see.
Engagement Engine uncovers and activates growth and engagement opportunities.
You have data. But not all the data you need.
Advisory firms are missing opportunities to drive growth and to deepen relationships because they don’t have access to the right data.
The right data sits in the hearts and minds of prospects and clients - their needs, concerns, priorities and expectations. It changes over time and differs between couples and family members.
The Engagement Engine captures the prospect and client data that advisors and wealth management firms don't have today, transforms that data into meaningful insights and triggers the next action.
Start with your primary goal. Explore how the Engagement Engine can help you achieve it.
Capture and act on client feedback.
Understand client expectations, uncover risks and take action to improve the experience.
Convert more prospects into clients.
Engage leads at first contact and understand prospects' needs and concerns, before the first meeting, to build stronger connections.
Increase referrals and organic growth.
Uncover untapped referral opportunities and identify clients ready to deepen their relationships.
Drive deeper client engagement.
Transform client meetings by understanding what matters most to individuals, couples and families and co-creating the agenda.
The right client intelligence. The right action. At the right time
at key moments
Understand an individual prospect, client, couple or family when the insight can shape the conversation or next action.
at defined points in time
Understand patterns, needs, risks and opportunities across the client base.
Built for advisors. Designed to scale across firms.
For Advisors
Uncover opportunities, engage prospects and clients (as individuals, couples or families), identify risks sooner and access insights and outreach to take action.
Uncover and respond to growth opportunities.
Surface and respond to untapped opportunities, including referrals from clients or centers of influence, multi-generational connections and share of wallet.
Prepare for better conversations.
Understand what matters most to prospects and clients to co-create the agenda, accessing personalized insights, talking points and suggested questions.
Engage couples and families.
Understand individual needs, priorities and concerns, and identify differences and create more meaningful conversations between couples and within families.
Identify risks sooner.
Spot subtle changes in satisfaction, concerns, confidence or expectations before they become bigger relationship problems.
Move from insight to action.
Automatically transform client input into clear next steps, with suggested actions and personalized follow-up communications.
Understand clients at a deeper level.
Access longitudinal insights that reflect how client needs have changed across the journey and over time.
For Firm Leaders
Integrate with your existing workflows to scale organic growth and engagement across the organization and give advisors the tools to take action.
Scale personalization.
Integrate the Engagement Engine into your existing workflows and use the secure API to leverage data across core applications.
Identify risks and opportunities earlier.
Uncover emerging relationship and flight risks as well as unmet needs and growth opportunities across clients, teams and the firm.
Improve advisor conversations.
Give advisors the insights and guidance they need to have more meaningful conversations with prospects and clients, as individuals, couples or families.
Support key functional teams with new data.
Give leadership, marketing and client-facing teams a shared understanding of client needs and opportunities to personalize the experience.
Measure and improve impact.
Track changes in client sentiments and needs over time to support strategic decision-making, assess progress and focus improvement efforts.
Eliminate data silos.
Bring client intelligence together across advisors, teams, touchpoints and time rather than relying on isolated conversations or disconnected data.
How it works
Engagement Engine captures and structures the intelligence
Captures what prospects and clients are thinking and feeling at key touchpoints and over time, turning that data into structured client intelligence.
Rae brings the intelligence to life
Rae, Engagement Engine's AI-powered activation capability, reviews the intelligence, connects the dots across the journey and over time, and gives advisors what they need to take action.
Enhanced guidance and integration
Absolute Engagement can provide strategic guidance to configure and customize the Engagement Engine to meet your unique goals, interpret your results, provide recommendations and drive adoption across your team or organization. Integrate the Engagement Engine into existing workflows and applications, and access the secure API to support deeper integration across the organization.
“Engagement Engine is built on years of ongoing research among high-net-worth investors and advisors, as well as our experience in working with many of the industry’s most progressive firms. That evidence-based approach to both development and support allows us to help you focus on what matters, avoid the blind spots and help your advisors take action.”
Read our latest insights and research
2026 Client Intelligence Monitor
What progressive firms are saying
Using the Engagement Engine has allowed all of our advisors to consistently and efficiently focus on the things that matter most to our clients. The impact is a clearly differentiated experience and increased referrals.
We thought we were just going to gather feedback to understand loyalty and support retention. In the end we learned so much more about what our clients really need and want. As importantly we were able to integrate those insights into our CRM and training programs to drive real change.
Our goal is to increase engagement with our clients, and feedback plays an important role. The Absolute Engagement Engine ensures that we understand and deliver on what our clients need and expect. For prospects, we use the Engine to create a differentiated experience and demonstrate our value before the first meeting (consistently and efficiently). Overall, Absolute Engagement has been a great partner in helping us enhance both our prospect and client experience.
The Engagement Engine shortens and deepens the trust cycle.
The Absolute Engagement Engine has helped me to understand how clients really feel about their financial well-being and co-create an agenda tailored to their needs. This allows me to demonstrate my value and provide additional advice, where required, in specialist services. For prospects, I can focus on advice beyond performance, aligning their financial resources with their personal aspirations and dreams.
Absolute Engagement’s expert guidance and proven process were incredibly valuable to help us understand both satisfaction and experience with our firm. The team guided us through survey construction, execution and analysis and reporting. The findings and tools will allow us to enhance our offering, deepen our relationships and meet or exceed expectations in the future.
The entire process was flawless and worth every penny. I’m so happy with the results and look forward to using Absolute Engagement as a partner again in capturing input from our clients.
One thing that is so great about this work is how it complements our engagement challenge perfectly! Every team now has a clear reason and can create some good talking points to reach out and connect with their clients before year end. This should help drive a lot of client communication over the next few months and should drive deeper engagement.
Let's Talk
To discuss how we can support you in reaching your goals, or to ask a question, please choose one of the following.
We look forward to connecting!