Sensery connects wealth advisors with clients and center’s of influence to increase engagement and improve relationships. Sensery is a support system for servicing and collaborating with clients, family members and other service providers.
- Provide a single, seamless service experience to clients
- Built-in messaging, service planning and document sharing
- Instantly synch across all devices
- Integrated on-boarding improves the client experience
- Easy client creation and management
- Secure encryption and file management