How customers respond to financial advisors reflects how much they trust them,  which is essential to building a lasting relationship.

When your customers’ level of understanding, agreement, and other metrics decline, their trust diminishes, too, impacting your business.

You can only grow your business if you can confidently read how customers respond to your sales message.

That’s difficult guesswork, especially when conducting video one-on-one. It’s even more complex in a group. Elevate can help.

Share your opinion and receive Elevate free for one year

Read your clients’ response to your advice

Imagine if you could always know how much clients trust you.  Understand you.  Agree with you. You’d know when to alter your approach.  Clarify your message. Further engage your clients. Resulting in increased investments and lower risk of losing business. With Elevate, now you can see how clients respond to what you’re saying as you say it, so you can read how they feel about you and what you have to say, whether interacting one-on-one or in a group.

Elevate for video conferencing

We’re developing a companion software application that works with popular video conferencing tools (like Zoom, Teams, and Google Meet, etc.) to read just how much clients trust, understand, and agree with you, among other key metrics. We measure and interpret emotions in real-time based on clients’ facial expressions, body language, and tone of voice and match them to what’s being said so you can know just how clients respond to your message. 

Exclusive offer – Share your opinion & receive Elevate free for one year

We value your opinion. If you are interested, we would like to arrange a 30-minute conversation to obtain your perspectives on the potential use of our product for financial planning professionals like you. In appreciation for sharing your views, we invite you to use our upcoming product when it is launched for commercial use free of charge for one year if you respond within 7 days of receiving your email invitation. It’s entirely up to you and there is no deposit or credit card required.