360-Sentiments® provides market trends and signals to give advisors timely content to craft their pitches for customers’ targeted needs. Advisors can show relevance and stay up-to-date, all at their fingertips.
Customer segments can be configured so that you can match them with the relevant sentiments
Categories can be multi-dimensionally customized to your product universe and advisors’ qualification
Request content that offers diverse views so that you can avoid the notorious
Be free or get our help to integrate with advisor/RM dashboard, sales tools or simply a daily push to the inbox
Use Case Examples
Competent advisors make the effort to stay up-to-date so that they are well-versed in the financial trends. They earn credibility if they can help their customers relate to the macro-environment. Go beyond sales techniques. Make advisory conversations enlightening.
Support Reasons For Recommendations
Customers’ preferences may be shaped by the macroeconomic trends. An advisor can pinpoint the exact source of the customer’s preference in the form of a specific sentiment that had been shared
during the conversation.
Unleash Richer Experience!
Combine 360-Sentiments® with other 360F API services. For example, use with 360-ProVestment® to help customers relate to the bundled solutioning in the context of the macro-economic trends.