ENGAGEMENT TECHNOLOGY FOR FINANCIAL ADVISORS

Effortlessly connect with prospects and clients on a deeper level.

Achieve personalized engagement at scale
Increase referrals
See it in action

Personalized engagement at scale - in three easy steps.

1
Seamlessly uncover and capture the sentiments of each prospect and client at every stage of the journey.
2
Automatically identify engagement and growth opportunities.
3
Efficiently trigger the right action for each prospect and client.

Better Outcomes for Your Business and Your Clients

3x

More likely to provide referrals

3x

More referrals provided

47%

Higher Net Promoter Score

100%

More likely to be Engaged
* 2023 Absolute Engagement HNW investor research, showing impact of capturing input

How It Works

1
Seamlessly uncover and capture the sentiments of every prospect and client, at each stage of the journey, including:
Confidence
Interests
Concerns
Preferences
Outlook
Feedback
Perspectives
2
Automatically identify engagement and growth opportunities based on how those sentiments:
Show up at a point in time
Change over time
Differ within couples or families
3
Easily trigger the right action for each prospect and client, at key points in the client journey:
At first contact with leads
As you meet for the first time with prospects
After onboarding with new clients
As you meet for reviews, with existing clients
As a regular check-in with all clients
Learn more about the use cases of the Absolute Engagement Engine at different stages of the journey.

You’re in good company

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.
Geoff Ivanac
Founder and Director
Real Life Financial Planning
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.
Matt Abels
Chief Practice Officer
Foster Group
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.
LaVonne L. Brown
Chief Marketing & Communications Officer
Savant Wealth Management
Using the Client Connect and Client Insights features of 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.
Joe Martin
Chief Client Experience Officer
Summitry
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.
Tracy Clark
Head of Marketing
Parsec Financial
Absolute Engagement are the experts when it comes to gathering and using input from clients. The process not only helped us understand what matters most to our clients but uncovered growth opportunities. Their team provided a customized approach to reflect our key priorities and the technology, tools and the guidance we needed to take action.
John Mannix
CEO and Managing Partner
Baldwin Brothers
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.
Sean Cauvel
Managing Partner
Westmount
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.
John Convery
Managing Director & COO
Vista Capital Partners

The Engagement Engine in Action

Learn how one successful firm is using key features of the Engagement Engine to drive engagement at scale.
Download case study

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!
Book a meeting
Ask a question
What Does It Really Mean to Drive Client Engagement? Learn More

Drive Personalized Engagement
At Scale

Engagement reimagined

Through innovative engagement technology and client surveys, we empower advisors to reveal and respond to the true needs of prospects and clients, in real time, to drive personalized engagement at scale.

The return on engagement is real and the path is clear.

Engaged clients

Provide more referrals
Perceive higher value relative to fees
Are more loyal
Consolidate their assets with one advisor
Focus less on market performance and more on advice
Are more confident in their financial futures
* Source: Absolute Engagement Investor Research 2022

Engagement Solutions to Drive Success

Absolute Engagement Insights

We design and manage client surveys for enterprises and individual advisors to support strategic decision-making and uncover engagement and growth opportunities.
One to many
Ad hoc
Point in time data

Absolute Engagement Engine Beta

Engagement technology that reveals the true needs of prospects, new clients, and existing clients and empowers advisors to respond in real time.
One to one
On-going
Real time data

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!

Let's Talk

To discuss your goals and priorities and how we can help, please use the form.

We look forward to connecting!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.