Provide talking points that help advisors build trust and strong client relationships
Connect with clients right away, before your competition
Connect callers to the best available advisor based on rules that are as sophisticated as you need.
Help advisors make intelligent, lightning-fast client decisions
Powerful analytics give deep insight into advising activities and outcomes
Leverage AI to elevate advisors’ performance
Your number-one priority is client satisfaction. ringDNA delivers contextual talking points that help advisors engage clients, solve problems and successfully manage wealth.
78% of clients choose to trust the company that responds first. We alert advisors the moment that new clients are looking for your solutions.
Make advisors 300% more productive by automating local area dialing, scheduling, voicemails, and logging 100% of data in Salesforce automatically.
Track which marketing efforts result in new clients, route calls to the best available advisors and provide advisors with contextually relevant client data.
Turnkey Salesforce dashboards reveal advisor activities and outcomes, revealing how advisors should spend their time to move the needle.
Timothy Trainor, VP of Sales Operations, Rich Uncles
Ashley Margraf, Sales Manager, Fundera