VIDEO 1 “the why” (talking heads): script
SHORTER VERSION, one key topic per speaker
"INTEGRATION"
DARREN:
When I started out in the financial industry over 25 years ago, I frequently heard the words “wouldn’t it be awesome if…” from a lot of advisors and broker-dealer home office employees. They wished that all the data and tools they required to more effectively and efficiently serve their clients and run their businesses existed more holistically. The essence of what they were asking for was a deeply integrated platform that would help them become more productive. And that’s what we set out to build for them…
RICH:
Our platform was built from tens of thousands of pieces of advisors’ feedback, which is why our product is the productivity engine that broker-dealers and their advisors seek. We engineered our software for user efficiency, because efficiency leads to growth.
We've learned how advisors use data. And we know how to integrate all that data into one holistic platform. We call this integration our Unified Data Fabric. It's what gives companies that elusive deliverable: super-charged productivity.
Wayne B, CEO, CFN discusses
SATISFACTION/PERFORMANCE
WAYNE:
There are many reasons advisors join Commonwealth, but one of the main reasons we hear is that they want to increase productivity without throwing people at the problem. And we clearly want to do everything in our power to make our advisors and their staff as productive as possible. Advisor360°’s technology—which was spun out of Commonwealth in 2019—has been the catalyst for helping Commonwealth advisors become some of the most productive advisors in the industry. That increased productivity coupled with Commonwealth’s white-glove level of service has led to advisor satisfaction.
Commonwealth is honored to have received the J.D. Power award for advisor satisfaction seven years running. That success wouldn’t happen without the right technology in place, and we rely on Advisor360° to solve that piece of the puzzle for Commonwealth.
Wendy B, Head of Wealth Management, MML discusses
CLIENT RELATIONSHIPS
WENDY:
MassMutual is focused on delivering operational excellence to everyone associated with our firm. With streamlined broker-dealer operations, we not only save money as a broker-dealer, but more importantly, help advisors spend less time performing mundane, administrative processes and allow them to better serve both existing and new clients.
At the heart of improved workflow is the data warehousing capabilities that Advisor360° brings to the table. Having MassMutual data across all functions and systems in one location allows us to do things that could never be solved by a bunch of internal and external disparate systems. And that data helps us to make vital business decisions.
John V, Head of MML Financial Advisors and CEO discusses
PRODUCTIVITY
JOHN:
Digital transformation is what a lot of enterprises are talking about, but it’s easier said than done. Here at MassMutual, we see digital transformation as solving our advisors’ and broker-dealer’s biggest hurdle—productivity—through technology. By leveraging Advisor360°, we’ve reduced our transformation time-to-market and reduced execution risk…because Advisor360° has already built a proven enterprise-class productivity solution. MassMutual advisors will now have a single, consolidated view of a client’s complete financial life – not multiple places to toggle between for investment and protection products.
The bottom line is that the Advisor360° platform will create efficiencies for the entire business, streamline home office operations, and allow advisors to do what they are best at doing—spending more time helping their clients.
Darren wrap-up:
DARREN:
Productivity.
Efficiency.
Relationships.
Aren’t those the keys to success for any business? By leveraging Advisor360° and our Unified Data Fabric, we can help financial services firms drive advisor productivity, lower home office costs, and allow everyone to spend more time focused on clients instead of technology.
END.
