Question: Can you recommend a digital platform that helps financial services firms improve client engagement and productivity?

If you're looking for a digital platform to engage clients and increase productivity in the financial services industry, Hearsay Systems is worth a serious look. It's designed for remote workers and can help you build relationships with clients through compliant social media, texting and local websites. It offers features like lead generation, sales engagement optimization and deep CRM and marketing system integration. More than 140 major financial services companies use it, and it's good for asset management, banking and other areas.

Another good option is InvestCloud, a modular platform for digital wealth services and access to the APL network. It can help you increase productivity and engagement across the wealth spectrum with features like advisor-led planning, self-directed trading and portfolio management. InvestCloud's user interface is based on gaming theory, decision theory and data science to encourage user engagement, and it's good for financial services companies of all sizes.

If you want to deliver a more unified customer experience, Glia offers an omnichannel interaction platform that combines human, AI, voice and digital interactions. It includes CoBrowsing, virtual assistants and AI management to automate and optimize customer interactions, resulting in a substantial improvement in customer satisfaction and operational efficiency.

Last, Intapp is an all-purpose AI-powered platform for professionals in financial services. With tools like DealCloud for relationship management, Compliance for onboarding and Collaboration for modern work processes, Intapp is designed to help you grow faster, work more productively and lower risk. It's used by more than 2,450 professional and financial services firms around the world.