Client Experience
Elevate your clients' experience with a branded web and mobile app. Send messages on our platform for convenient and compliant communications.
OneVest Engage
A closer connection. Every day.
Give clients a digital connection to your firm through web, mobile, messaging and document sharing. Keep relationships moving between meetings.
Let's talk
The capabilities behind the outcomes.
Client Insights
OneVest delivers client sentiment scoring and flags potential changes in your clients' lives based on communications and changes in their profile.
Client messaging
Bring conversations into the same experience clients use to engage with your firm.
Document sharing
Make it easier for clients and your team to exchange the documents they need.
Relationship signals
Use sentiment scoring to help identify conversations that may need attention
Comms controls
Support your firm's communication oversight with the controls included in Engage
In practice
Start with a real use case.
Keep clients connected between reviews
Give clients a clear digital route back to their advisor and the firm.
Make document requests easier
Keep messages and the documents they relate to within the client experience.
Follow up with context
Use available relationship signals to help your team prioritise a conversation.