Absolute Engagement Engine
Absolute Engagement Engine
Co-create an engaging experience that drives growth.
True engagement and organic growth happen when each prospect and client feels seen, heard and understood. The Absolute Engagement Engine makes it easy.
Reveal what’s in the hearts and minds of prospects and clients and respond to relationship risks, unmet needs and growth opportunities in real time.
Configure the Engine to reflect your clients, needs and priorities and take action in three easy, automated, steps:
1. Capture feedback and personal sentiments at key stages of the journey
2. Automatically identify relationship risks and opportunities
3. Easily trigger the right action for each prospect and client
FPA Advantage
FPA members can save 20% on the Absolute Engagement Engine.
Advisors are faced with a clear problem. How can you create, scale and measure a consistent process when working with large numbers of prospects and clients, whose needs and feelings are fluid, unique to the individual and differ within couples or families?
The Absolute Engagement Engine marries technology with a structured process to uncover and respond to what’s in the hearts and minds of prospects and clients. It allows you to cocreate, scale and measure an engaging experience that drives growth.
Benefits
Use cases and benefits include the ability to:
- Engage with leads
- Differentiate the prospect experience
- Drive deeper conversations with prospects and existing clients
- Measure the quality of relationships and uncover risks
- Enhance and personalize the onboarding and client experience
- Uncover and respond to referral opportunities
- Engage with the next generation
- Measure and drive team engagement