Adults and Financial Services Professionals
There is a crucial need for financial institutions to deepen relationships with clients and their families; to hold onto business when wealth transfers generations, and to be poised to gain new business opportunities with heirs who leave competing organizations. EverFi NEXT was built to help wealth advisors:
• Mitigate the next generation transfer of wealth.
• Create meaningful client engagement opportunities at scale.
• Provide additional tools for client acquisition.
• Position your organization as a trusted source of financial education for all ages.
EverFi NEXT allows advisors to deliver customized financial education to their clients, track and monitor engagement and usage, and initiate important dialogue with clients’ families. Our platform fosters stronger relationships between the next generation, your financial institution, and its advisors.
For more information, please feel free to contact us: