Pillar 3: Change Management Training
Our account aggregation solution empowers advisors and client-facing staff to guide clients toward a unified financial perspective. Through comprehensive training and integrated support materials, we equip teams to highlight the benefits of seamless account linking and data consolidation, answering key client questions like, “What’s in it for me?”. Our platform prioritizes data accuracy and hygiene, ensuring advisors can assist with re-authentication, troubleshooting, and maintaining a consolidated financial view. This supports impactful financial planning and strengthens client trust by demonstrating the value of aggregated, reliable data.