The combination of information that’s organized and ready for business to act on with AI-enabled tools that can deliver this information instantly will be critical for advisors to meet growing client needs and stay ahead of intensifying competitive and technological pressures.
Here are two examples we see where Willow, our suite of AI-enabled solutions, can strengthen client interactions and personal engagement:
Answers Where You Already Work
In conversations we’re having across the industry, leaders are telling us that the last thing their advisors need is another tab open or another portal to log into. They tell us all the time, they’re looking for a solution for advisors that consolidates their business into the platforms they’re already working in.
Say you’re an advisor, it’s Monday morning and you want to know which of your clients have term conversion dates approaching or which of your clients with upcoming reviews have a life insurance policy or own an annuity. Instead of the slow process of digging through policy records or asking your team to go to a carrier site, securely connecting Willow to the AI tools you’re using today brings that information directly to you. With Willow, you can ask questions in plain language about your life insurance and annuity book of business and immediately have the information you need to prepare for client conversations.
The Personal Touch, At Scale
Advisors can have a more personalized conversation when life insurance and annuity details live alongside the rest of each client’s financial picture. Willow lets advisors easily see whether it’s time to activate an income rider, explore a term conversion, or open a long-term care conversation by bringing that information into the full client financial story before the meeting is scheduled.
For instance, an advisor preparing for an upcoming client meeting, could easily ask:
“My client has an income rider. How should I think about discussing this with them?”
Or:
“My client is in their mid-fifties with a permanent life policy. How should I think about discussing long-term care planning based on their current situation?”
Willow makes it easier to step into your next client conversation prepared with the data and direction needed to tailor the discussion around the direct action needed to meet their financial goals.
Annuities and Life Insurance Today and In the Future
For decades, life insurance and annuity products have been reviewed in isolation, if reviewed at all. Now, they can be managed the same way financial professionals manage every other aspect of a client’s financial life, improving financial professionals’ ability to deliver insights faster and strengthening client outcomes with business-ready data. This is the next chapter in holistic financial planning.
Willow was built on the idea that with the right AI-enabled tools used in the right places and with the right data, we alleviate the daily administrative work that pulls time away from face-to-face interaction with clients.
If your team is interested in discovering how Willow can be used to empower financial professionals today and, in the future, reach out to us for more information.