Dynamic screens attract clients and can be used alongside a custom digital content strategy to help you achieve any of your in-branch client communication goals.

Forget the outdated brochures and product pamphlets. The future is digital and the modern client is touchscreen-friendly, which makes an interactive screen or kiosk a no brainer for replacing old, static material.

Large and dynamic ‘walls’ of digital screens that all come together to provide a single visual display, often times a branded, promotional video.

The communities your branches serve are all unique and customizing your message to be hyper-local is best done with community boards, that allow for easy displaying of community events, local business sponsorships, staff and client highlights, and a lot more.

Help bring the tools and training needed to educate and help your clients with a Discovery Bar. The ability to onboard and teach clients in the branch using a tablet is a game-changer.

Rather than have experts on staff at every location or necessitate travel from branch to branch, ‘Expert Nearby’ provides a two-way video conference solution, giving members immediate access to experts.

FHC is an online application that helps clients self-assess key financial indicators in just 90 seconds, generating an instant report of how they’re doing financially and where they stand against their peers. With every submission, you’ll learn more about your client’s unique financial needs and everything else you need to help guide relevant advisory conversations.