Highspot for Wealth Management
Sales Enablement for Wealth & Asset Management Teams
Empower advisors to deliver personalised, compliant investment strategies.
Trusted by Leading Financial Services Companies
Wealth Management Document Automation for Advisor Enablement
Building trust with clients demands compliant yet personalised advice and investment strategies. Highspot helps you automate document creation so your advisors can do more of what matters – building trusted relationships.
- Easily govern and archive content, with built-in approval workflows and audit trails that help keep your team meeting the requirements of regulatory bodies like FINRA and SEC
- Accelerate document creation with AutoDocs, enabling advisors to quickly produce personalised investment proposals, portfolio reviews, and financial plans
- Reduce search time with AI-driven content search, instant answers, and actionable guidance—helping advisors meet client needs despite product and regulatory complexity
- Streamline content creation and reduce risk with rules, workflows, and automations that ensure assets contain accurate disclosures
See How Allianz Trade Increased Quota Attainment by 20%
Allianz Trade, global leader in trade credit insurance, saved reps 15 hours per week, and improved win rate by 10% with Highspot.
Equip Advisors with the Right Tools to Succeed
Today’s wealth and asset management professionals face increasing client expectations, regulatory demands, and operational complexity. Highspot’s enablement platform simplifies these challenges by streamlining workflows and advisor-client communication, enhancing compliance, and equipping teams with actionable insights to strengthen client relationships.
Fast-Track Compliant Content Creation
Ensure advisors are equipped with compliant, up-to-date materials for every client interaction.
Streamline Workflows with AI
Instantly deliver the right content to meet client needs with AI recommendations.
Protect Data with Enterprise-Grade Security
Safeguard client and company data with enterprise-grade security protocols.
Seamlessly Connect Your Existing Tools
Integrate with Salesforce, Microsoft Dynamics, and other platforms to give your team a unified experience.
Actionable Insights to Drive Performance
Use real-time analytics to track sales performance, client engagement, and training outcomes.
Skill Up Distributed Teams
Enable agents and brokers to sell complex products and services with AI-powered, hybrid learning and coaching that drive faster ramp times and consistent performance.
The sellers on our team enjoy using Highspot and folks who are responsible for making the content can actually understand how content is used and gaps there might be in the content universe.
Since switching to Highspot we’ve increased buyer engagement, pipeline opportunities, and average deal size. Not only is rep morale higher but our customer satisfaction ratings have increased as well!
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Allianz Trade saved reps 15 hours per week, and improved win rate by 10% with Highspot.
