Balancing multiple responsibilities and shifting priorities, LBEs may find it difficult to develop sufficient numbers of referrals to financial advisors.
At the same time, a huge, underserved segment of bank customers are looking for help with important financial issues such as understanding their Social Security and retirement income. Bridging this gap is the job of Social Security Wise®.
Social Security Wise utilizes HumanRobo™, a "Digital LBE," that enables human LBEs to more effectively engage customers with a high-quality educational experience on a subject of virtually universal interest. HumanRobo educates, motivates and builds demand for planning meetings with financial advisors.
LBEs have credibility with customers that HumanRobo makes easier to leverage. The LBE makes a simple hand-off to the digital LBE which then delivers an impressive educational experience.
The Digital LBE never tires, never looses focus, and never fails to make a perfect, compliant educational presentation. The result is more customers perfectly prepared to meet with your FAs.
Systems that are easy to use are used more often. LBEs need only say the following: "I want you to invest 10-minutes to become Social Security Wise."
The future is all about utilizing digital capabilities to strengthen the performance of humans. Social Security Wise® provides an all-new capability to help LBEs engage more customers with the knowledge and income planning assistance they need.
Then, at a time and place that is convenient for the customer, Social Security Wise delivers a quality, informative and motivating educational experience. This learning experience will build demand for planning meetings with your financial advisors.
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Social Security Wise is a registered trademark of Wealth2k, Inc. HumanRobo and DigitalLBE are trademarks of Wealth2k, Inc.