Investors and advisors alike know that timeliness is of the utmost importance when it comes to managing their financial portfolios. The markets are constantly changing, and even a minute wasted could be money lost.
However, it’s important to remember that financial advisors are only human — and busy ones at that. Many financial advisors may feel like they have to be in more than one place at once, but innovative new tools could be paving the way for better interactions between client and advisor.
How Eyeballs streamlines communications between clients and advisors
“These days, the advent of new technologies such as e-commerce and chatbots has conditioned customers to expect everything with immediacy in their lives,” says Mitchell Morrison, the founder and creator of the revolutionary new fintech application Eyeballs Financial. “But communications for financial advisors are more complicated than many other service provider/consumer interactions, and there is an additional expectation of accuracy and exceptional service. Eyeballs allows financial advisors to handle these complicated communications more quickly and efficiently than before.”
The Eyeballs app is revolutionary in that it uses the power of artificial intelligence technology to answer the most common questions investors may have for their advisors. The team at Eyeballs noticed that there are a handful of commonly asked questions — such as the value of a client’s portfolio, or specific asset classes — and created the Eyeballs app to provide accurate, real-time results.
For questions that the AI can’t answer — such as ones requiring direct financial advice rather than information — the Eyeballs app allows investors to contact their advisors easier than ever before. In fact, the app is so innovative that it is the first and only app to be patented for this process, known as remote inquiry questions, or RIQs.
Clients will appreciate this simplified, streamlined, and quicker client-advisor interaction. “As an advisor, you have several clients whose portfolios you deal with daily, so your day becomes full quickly,” says Morrison. “With a meeting-heavy schedule, it can be easy to start playing a game of ‘phone tag’ trying to get in touch with your clients. In the Eyeballs app, clients can send you messages whenever they need, and you can answer at your convenience — whenever you get the downtime to send a quick response.”
Eyeballs makes financial advisors’ jobs easier
For advisors, the most obvious benefit of implementing the Eyeballs app is that it allows them to spend more time doing what makes them — and their clients — money: managing their clients’ assets.
“With the Eyeballs app, advisors no longer need to worry about taking the time to generate reports or chase down clients to deliver them,” Morrison explains. “The Eyeballs app does this for you. Now, you can spend less time chasing down your clients and more time making them money.”
When a client submits a question through the Eyeballs app, the advisor is immediately notified, allowing them to formulate a rapid response. The intuitive dashboard allows clients to submit a question easily and conveniently, and advisors can see their clients’ questions in one simple and organized place. “Thanks to our dashboard, the process of communications between clients and advisors can become much more efficient,” Morrison says.
Advisors also get the benefit of knowing their clients better through the insights provided by the Eyeballs app. “Advisors can monitor the questions submitted by clients to better understand their concerns,” says Morrison. “This information can then be used proactively to monitor clients’ assets and provide them with better customer service by staying on top of their concerns.”
Finally, the Eyeballs app creates greater transparency in the interactions between client and advisor. “Since interactions through the app are documented, both advisors and investors are better protected,” Morrison explains. “Advisors have a digital paper trail of all communications issued to their clients, and investors can hold their advisors accountable for what was said in the interactions. It’s a win-win situation for everyone involved.”
The Eyeballs financial app will revolutionize how financial advisors connect and communicate with their clients. By making it easier and quicker for investors to receive answers to their most common questions — and streamlining how to contact their advisor if they need to — the Eyeballs app will allow investors to keep a better eye on their portfolios.
