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Wealth Management Sales and Advisory Solution

Capturing clients’ financial planning picture

One of the best ways to connect more closely with clients is by becoming their most trusted financial advisor. Managing wealth well gives your firm a competitive advantage — and builds deeper relationships that encourage customers to turn to you for their other financial needs, as well.

Wealth management is a growing revenue source that includes personal financial planning, investment portfolio management and other consultation-based financial services. But disparate sales channels, limited new-client acquisition and limited advisor engagement may have your organization struggling to provide this service to clients.

Our partnered Wealth Management Advisory Solution helps you focus on your clients, creating efficiencies by combining Dell devices and Finantix services with industry-leading methodologies. Our integrated platform for advisors offers a high level of customer interactivity and multichannel delivery to serve different segments. Unlike competing products, our solution has enterprise-wide scope and is focused on the front end — where you win with clients.

Contact a Dell financial markets expert to learn more about exceeding your clients’ advisory expectations.
Talk to Dell about banking and securities solutions
  1. Inspiron duo

    Dell tablets

    Enable your wealth management advisors to provide the in-person relationships that clients demand. With tablet PCs, retain and acquire customers through the convenience of mobile prospecting, sales support, status reviews and more.

  2. Mobile Device

    Mobile Strategy Consulting

    Consult with Dell specialists to support any place/any time productivity. Dell mobility device strategy brings consumer tablets into your workplace.

  3. Desktop Virtualization Services

    Desktop Virtualization Services

    Use Dell VDI technology to direct thin client digital identities from a secure, central data center without sacrificing workforce flexibility.

  1. Click here to read PDF

    Customer-centric advisory solutions for wealth management

    4/9/2012

    Deliver personalized advisory services to customers with the Dell wealth management solution. Discover how the solution can help optimize your business processes, minimize cost and deliver the right level of service and consistent user experience.

  2. Click here to read PDF

    Customer Success Stories: Finance

    1/1/2014

    A collection of customer success stories that showcase how Dell financial solutions are helping banking, financial services and insurance companies around the world navigate complex economic markets.