Invesco Total CX
Invesco Total CX – the Total Client Experience™ – is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business and portfolios.
Connect with your clients
Elevate your client interactions with the support of our time-tested client-management strategies, insights and resources.
Choose the right words
Resources designed to deepen trust, and client scripts backed by industry-leading studies1 on effective language
Build client confidence
Context and resources designed to help clients adopt sound investing principles, navigate markets and stick with investment plans
Share market insights
Client-friendly market insights on the latest trends and policies impacting global markets
Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Benchmark your practice
Benchmark your practice with the first diagnostic2 built to analyze peer ranking and provide custom resources designed to help in every area of your practice – powered by Invesco and Cerulli Associates.
Create a reliable new business pipeline
Research-based processes designed to help you drive referrals, build strategic partnerships, and cultivate new business
Drive efficiency in your practice
Industry-leading resources designed to create capacity, motivate your team, and develop a long-term succession strategy3
Optimize your portfolios
Strengthen your investment process and outcomes with a range of products and expert guidance.
Strengthen your investment process
Analytical tools and expertise designed to help you craft portfolios aligned to your client’s wealth plan and purpose
Manage portfolios with conviction
Proprietary macro frameworks, asset class views, and portfolio management tools.
Draw from a range of solutions
1000+ investment strategies across asset classes and vehicles, as well as model portfolios
Additional resources
Working with your Invesco team
For more on how we can partner with you, submit a request for a call back or contact us directly today.
Footnotes
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1
The largest study ever done on the language of financial services has been conducted by Invesco Global Consulting and Maslansky + Partners since 2007. Invesco Distributors,Inc. is not affiliated with Maslansky + Partners.
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2
Source: Cerulli Associates. Used with permission. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.
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3
Invesco Global Consulting was established in 1998 and offers through 12/31/23 35-plus practice management and communication programs, customized workshops and comprehensive consulting modules with exclusive, research-based content. According to RA Prince & Associates, Invesco Global Consulting is the industry's largest communication and consulting services group with a focus on financial professionals. The ranking of “largest” is based on number of full-time employees on the Invesco Global Consulting team.
Transcript: Invesco Total Client Experience
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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