Connect and engage with the next generation of investors

As part of the Great Wealth Transfer, an estimated $84 trillion will be passed from baby boomers to younger generations by 2045. This unprecedented shift will bring forth a new wave of emerging affluent investors who seek a distinctly different wealth management experience from their predecessors. With a 70% turnover rate of advisors during these transitions, engaging and retaining the emerging affluent is critical.

Delivering personal wealth management at scale requires the ability to extend trusted advisor relationships into the digital realm, while empowering wealth managers to operate with enhanced efficiency. Lynq by Agent IQ enables wealth advisors to connect with clients through the secure, convenient messaging channels favored by younger generations, creating scale and efficiency through:

• AI-augmented assistance: Supporting advisors by handling low-complexity questions and transactions
  
  
• Targeted proactive engagement: Enabling advisors to reach clients with relevant insights at scale
  
  
• Unified engagement channels: Allowing seamless interactions via chat, voice, video, and co-browsing
  
  
• Secure document delivery and authorization: Sharing materials and enabling clients to authorize new products and services within one secure platform

With the ability to bring in wealth advisors and subject matter experts as needed, Lynq facilitates the adoption of wealth management services among retail and business clients. Advisors can also tap into specialized expertise within the organization to deliver complex products and services with ease.

Integrated directly within existing digital banking channels, Lynq’s solution offers investors the convenience of accessing wealth management services alongside their portfolios. Advisors benefit from a versatile platform, allowing them to engage deeply from desktop or tablet and respond quickly when on the go.