Introduction to Assistagram
Assistagram is an exciting and groundbreaking new tool for professionals looking to set themselves apart from their peers. In today’s increasingly competitive market, the ability to differentiate yourself and deliver unique and personalized service can be of vital importance in getting a leg up on the competition. Assistagram is specifically designed for agents, wealth managers, independent advisors and personal assistants. It will help you keep your clients engaged and place you at the center of their personal and financial lives. It will revolutionize your business by helping you offer an unparalleled level of service, increasing your clients’ satisfaction and maximizing their loyalty.
Assistagram is the first ever client-initiated mobile CRM solution. It facilitates client communication by allowing them to request tasks and make specific service inquiries. Clients can conveniently view all of their assets and liabilities, as well as gain access to all of their bank and investment accounts in one easy-to-use mobile site. Advisors have access to their own, personal dashboard where they can send clients private notifications, including invoices and payment authorization requests (LOAs), account statements and tax returns all via a secure and mobile format.
Assistagram saves you time and money by streamlining your work process and giving your clients access to one, centralized communication tool. This tool enables you to combine the various fragmented technologies that you already use into an exclusive, uniform experience. Assistagram delivers all of the data that a client could want directly to them at any time, via their mobile devices. Your clients will have peace of mind knowing that they can turn to and rely on you at their convenience.
Further pushing the envelope on innovation, Assistagram is made to be mobile, which allows for your clients to constantly have access to your services. Assistagram connects you to your clients and allows you to address any of their requests instantly whether you are in the office, at home or on the go. Due to the advancement of technology, we live in a society that thrives on instant gratification. Assistagram’s notification system allows for immediate, interactive and personal communication.
It is not uncommon for people to have multiple email accounts. These email accounts are often flooded with various spam and junk, creating lots of clutter that you must compete with when attempting to communicate with a client via email. Assistagram avoids this competition by using text notifications. Studies have shown that more than 97% of text messages are read within minutes of receipt. This immediate communication is the key to effective and efficient client satisfaction and referrals.
"I’m so happy with my advisor’s ability to deliver quick service through Assistagram! I ask him for anything and he responds almost immediately."