Our financial planning APIs enable firms to deliver custom financial applications that acquire and educate clients, deepen relationships, and improve efficiency by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.
Consumers today crave both up-to-date information and the latest and greatest technology to go along with it. Instant gratification, instant results, and instant updates. Technology advancements are not slowing down, and neither can advisors. Advisors (and their firms) need to look for new ways to stand out, differentiate, and continue to solidify their customer relationships.
In an ever-changing digital world, how can financial services firms keep up? Ultimately, setting yourself apart and establishing your own brand is key to your success.
We allow firms to create their own applications using their digital technologies and our calculation engines. We hide the complexities of financial planning and make it easy for our partners to create their own unique applications. You know your clients and your brand story. Narrator® Connect APIs allow your firm to tell its story to your clients in a way that inherently creates value for the business.
Don’t let off-the-shelf software dictate your engagement model. With Narrator® Connect, you can deliver custom financial applications to acquire clients, deepen relationships, and improve efficiency.
Click here to learn more about Narrator Connect.
A simple way to think of an API is a conduit that two separate pieces of software use to communicate with each other.
APIs simplify access to data and allow flexibility and customization – allowing firms to build their own customer experience with consistency and accuracy of data they are accustomed all while leveraging their unique brand and story.
Download our whitepaper to learn more about increasing revenue by utilizing APIs.
The real value is creating a unique, engaging client experience that tells the firm’s story, sells their products, and meets their clients where they already are – online and mobile.
Firms need to provide a consistent experience and maximize profits by stepping away from the traditional strategies they currently provide. These larger firms understand the importance of technology to their success and need a solution that provides fluidity of technology and client experience.
Benefits to your business:
Benefits for your digital strategy:
For more information on the benefits of APIs, visit our blog.
Download our free whitepaper to learn more about utilizing APIs in your current workflows to improve client experience.