Vertical Vignette

Vignette has developed a new packaged application aimed at financial service companies wanting to establish and maintain online relationships between their advisors and clients.

The Financial Advisor Suite was developed in conjunction with the Accenture Global Financial Services practice and with input from other financial services firms. The software is said to enable personalized interaction between a firm’s advisors and clients, while allowing the interactions to be managed by its financial advisors. Vignette claims the suite helps advisors take an active role in extending their firms' online presence, serve more clients efficiently, save money and increase client satisfaction and asset retention.

Further, the company says, the Financial Advisor Suite allows brokers, agents and advisors to build client relationships with personalized information using online collaboration capabilities.