Imagine an easy way to get to know your clients.
Today’s clients are after more than just returns, and they’re planning for more than just retirement. You know that serving them best means going well beyond the KYCs!
Otto leverages intelligence to help wealth advisors uncover the values and preferences that make their clients unique. Use our collection of fun, gamified surveys to get a 360* view of your clients. This includes KYC basics, risk profiling, their purpose, money mindset, lifestyle goals, financial literacy…all the insights you need to really “get your clients”.
With a next-level understanding of your clients, you can deliver personalized advice that shows them you care. They’ll thank you with trusted relationships that stand the test of time.
Try Otto today for free by booking a demo with us.