Refinitiv launches new digital collaboration capability ‘Refinitiv Wealth Connect’
Provider of financial markets data and infrastructure Refinitiv today announced the launch of its new digital collaboration capability ‘Refinitiv Wealth Connect’.
The new capability aims to help wealth management firms and their advisors advance with the growing pace of digital transformation within the wealth management industry. It will allow users of Refinitiv Digital Investor to collaborate dynamically with their advisors, other front office personnel or the home office of a wealth firm.
Refinitiv Wealth Connect will be embedded seamlessly into Refinitiv Digital Investor to allow for collaboration through the following channels:
- Chat / Chatbot: Users can communicate through a secure channel for quick pointed conversations or wealth firms can integrate a rules-based or AI-based engine to provide automated support;
- CoBrowsing: Advisors or support personnel can perform live observation of users accessing portals and other information, and they can browse with the investor to provide support;
- Messaging: Advisors and clients can use traditional SMS or embedded mobile device notifications to connect through a proven and well accepted method;
- Video: Advisors and clients can engage in real-time video calls through the platforms – either inbound or outbound—on demand at the click of a button;
- Voice: Advisors or investors and initiate or receive voice calls, and advisors can connect calls data to CRM platforms.
Charles Smith, Head of Digital Solutions, Wealth at Refinitiv, said:
“In a recent Refinitiv survey of over 1,000 investors, only 37% give their providers top scores for their digital experience. With Refinitiv Wealth Connect, we are addressing the need for collaboration tools to help wealth firms enhance their digital experience and drive client engagement, ultimately building loyal client relationships as expectations continue to accelerate in the digital age.”
Refinitiv has a rich history of servicing the Wealth Management industry from front to back office. Over the last two years, the firm has invested heavily in the business and is committed to bringing the most advanced solutions to market. The ongoing transformation includes building out the firm’s solutions through strategic acquisitions such as Scivantage and the launch of Refinitiv Digital Investor.