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We're here to partner with you in every aspect of your practice so that you can focus on what matters most.
75% of financial professionals’ clients want more engaging investing, market and planning-related content.1
80% of financial professionals want help from asset management firms to optimize their businesses. 2
78% of financial professionals want support on portfolio construction and risk management. 2
That’s why we created Invesco Total CX – the total client experience. It’s a powerful platform of tools, coaching and content designed to help achieve greater possibilities – all in one place.
Invesco Total CX aims to help you:
Connect with Clients
Language research to choose the right words, resources and content to help build client confidence and timely perspectives on global markets and policy.
Enhance your Business
Practice diagnostics, peer benchmarking, and coaching to help drive new business and promote practice efficiency.
Optimize your Portfolios
Portfolio analytics and consultations, actionable expertise, and a wide range of solutions to help strengthen your investment process and manage with conviction.
Welcome to a new way to leverage the full power of one of the world’s largest asset management firms to create greater possibilities, for you, your practice and your clients.
Welcome to Invesco Total CX.
Experience it with us today.
Disclosures (not being read, only showing up on screen)
NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
1Source: Y Charts, How can advisors better communicate with clients, December 2019, https://go.ycharts.com/hubfs/YCharts_Client_Communications_Survey.pdf
2Source: Broadridge, April 27, 2020, https://www.broadridge.com/press-release/2020/financial-advisors-accelerate-shift-to-holistic-financial-planning
All investing involves risk, including risk of loss.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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