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Wealth2k® Introduces HumanRobo® Digital Sales Presentation Application for Licensed Bank Employees
BOSTON, June 22, 2017 /PRNewswire/ -- "Invest 20-minutes to learn how to turn your retirement savings into lifetime, inflation-adjusted income." That's all that licensed bank employees (LBEs) are required to say to bank customers to ignite an educational process that leads to both customer demand for a personalized retirement income plan and a consolidation of customers' investment assets by bank channel financial advisors. With the introduction of HumanRobo®, Wealth2k has revolutionized the process of generating LBE referrals. "Licensed bankers are busy people who balance multiple responsibilities and shifting priorities. That's why Wealth2k created a digital platform that makes it easier for bankers to ultimately connect bank customers with financial advisors who can help them tailor personalized plans for turning retirement savings into retirement income," according to Wealth2k CEO, David Macchia. HumanRobo® provides a 20-minute educational engagement that teaches bank customers about retirement income distribution planning. Customers learn key insights including:
DOL didn't arrive in a vacuum. It was published at a moment when fintech was rapidly advancing. Where DOL and fintech merge, commoditization of advice, or products, and of advisors themselves is ignited. Getting it right in retirement income is the most effective strategy for bank programs to mitigate the worst effects of commoditization. Helping bankers generate many more leads for financial advisors is the critical first step in igniting revenue growth in 2017 and beyond. About Wealth2k Wealth2k is the leading provider of enterprise retirement income solutions. It's asset-gathering platforms, including The Income for Life Model® help firms capitalize on the high-stakes business opportunity for retirement income distribution planning. Visit Wealth2k at www.wealth2k.com or follow us on Twitter: @W2KINC CONTACT: David Macchia at (718) 222-3038 To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/wealth2k-introduces-humanrobo-digital-sales-presentation-application-for-licensed-bank-employees-300478325.html SOURCE Wealth2k |