ModuleQ for Financial Services

Financial Services is going through a fundamental shift. Guide the journey of your organization by leveraging AI to help your advisors deliver outstanding and consistent client service.

Make sure your client advisors lead the way by delivering critical information in real time.

Improve your Advisors’
Proficiency and Responsiveness

  • Prioritize: Stay on top of priority clients and portfolios. Escalate important information whether your people are on the go or at their desk.
  • Move Fast: Keep up with client requests for information by surfacing relevant content.
  • Comply: Automate socialization of financial services information for consistency and compliance.
  • Empower: Deliver key insights about clients’ needs to account managers and agents.

Enhance your Organizational
Learning

  • Help new advisors onboard information, without having to search or ask, by automating the delivery of content relevant to their client work.
  • Recommend experts in your organization relevant to work challenges.
  • Monitor your organization’s popular collective intelligence by user role, so it can be delivered to similar professionals.
  • Track content that drives successful results, to guide resource investment.