BEGIN ARTICLE PREVIEW:
Commonwealth Brand Studio is launching this month for early-access advisors, CMO Brian Sullivan says.
Commonwealth plans to expand on several of its VIP, technology and other initiatives for financial advisors in 2021 and beyond, executives from the company told reporters Thursday during a “State of Commonwealth: Connecting through Change” virtual briefing.
Over the next two years, the firm is focusing its investments on five themes: Client engagement, financial planning, advisors’ growth, ease and efficiency, and advisors’ ability to work from anywhere, according to Kol Chu Birke, managing principal of technology and corporate strategy.
Work from anywhere initiatives will include the continued use of Zoom, virtual private networks, Microsoft Office 365 options including Teams, and Shield 2.0, the latest iteration of its cybersecurity tool that he said will be a “lighter, more convenient, easier to use version” to keep advisors protected.
Client engagement enhancements, meanwhile, will include more capabilities for its Investor360 client portal for the web and mobile devices. “We are completely overhauling it” with a “new look and feel,” Birke said, adding: “We’re embedding all of our planning tools into that” and adding “true digital onboarding,” real-time functionality and additional multifactor authentication for protection.
Ease and efficiency initiatives will include a …
END ARTICLE PREVIEW