What are the most common use cases for UtopiaAdvisor?

Security Master

UtopiaAdvisor is your client facing team’s record of approved master data integrated into a presentation platform for Sales and Relationship Management teams. UtopiaAdvsor unifies all required correct and approved information for investment and plan communication so the overhead and time involved in preparing for client meetings is eliminated. With access to real-time approved data, you can present and evaluate plan and fund information that acutely represents the most critical characteristics of your investment products.

Sales and Relationship Team Independence

No longer wait for information requisitions. Independently and on-demand review and share information that is relative to a customer’s need or interest. Win the confidence of prospects and the loyalty of your clients by quickly calling up information when you need it. Pivot from one topic to the next in response to meeting requests. Have all the resources you require at your fingertips without multiple systems, log-ins and passwords

Data Scenarios and Modeling

Answer the hypothetical question or perform a comparison with the reservoir of approved product and customer data. Put your products and services in the best position possible

Choose the attributes of your product that best positions it against the competition.

Sales Practices and Opportunities for Success

Refer to relevant information, immediately made available to your prospects or clients and either record activities directly into your CRM or submit requests for administrative processing. Make a good impression with your audience and stay ahead of your competition with resources that allow you to make actionable recommendations.

Have other use cases you’d like to discuss with Fluent? We are happy to help. Contact us today.