Systelos Control Panel: Understand and Guide Client Behavior at Scale

systelos control panel

Category

Product News

With the Systelos Control Panel, now advisors can understand and guide their client behavior at scale. We built one interface to slice and dice practice data and act on it with a click. The Control Panel is designed to leverage advisor and client data in order to easily multiply actions for clients with similar needs.

Why we built it

Advisors can’t see and act on their practice data with ease due to three main reasons:

  • Their data is fragmented
  • Too many steps are needed to achieve a desired outcome
  • The advisor experience is not intuitive

What can you do with it?

1. Find clients that didn’t complete an important task and nudge them with one click

  • TFSA/RRSP contribution
  • Completion of a will
  • Corporate year end filings
Systelos Control Panel: Understand and Guide Client Behavior at Scale - Nudge

2. Prepare practice mass actions, such as marketing campaigns and templated emails

  • RRSP campaigns
  • Tax season reminders
  • Portfolio model communication
Systelos Control Panel: Understand and Guide Client Behavior at Scale - mass-action

3. Filter, group and create custom reports to get additional insights on your practice

  • Create and save default groups, such as upcoming birthdays by month
  • Export data into Excel or CSV files for further analysis
  • Generate and assign mass actions, such as Tasks or Notes
Systelos Control Panel: Understand and Guide Client Behavior at Scale - uncoming-birthday-1

Benefits for clients

Systelos is the first Guided Collaboration PlatformTM that creates wealth beyond investment returns. We give advisors contextual visibility on their clients to guide financial behavior at scale.

Looking to access the Systelos platform?

Complete the form and a member of our team will be in touch soon.

Thank you for your message
We have received your message and a member of our team will get back to you shortly.
Opps, Something went wrong
Your message hasn't been submitted because of some errors, please refresh the page and try again after some time.
This field is required.
Invalid email format.
Some of the fields are not filled or invalid.
Templates Library
Loading, Please wait...
The Library cannot be open, please try it again later.
Form Template
Select a Form Template
Available fields in the selected template: