Nearly two thirds of consumers do not believe their financial advisors will help them ever to regain the wealth lost during this downturn.1

Benefits
	Increase loyalty by offering a service which bolsters consumer trust and sense of security
	Increase fee-income revenue, or create a value-added give away for customers
	Gain deeper understanding of customers’ financial needs and goals
	Cross-sell products and services by identifying gaps in customer financial portfolios
	Sell more prospects from the viral nature of product*

Restore Confidence
An investment advisory firm desires to restore client confidence in their personal finances. The firm’s outbound campaign includes a direct mail piece, an online campaign as well as outbound client calls. Bundled into this campaign is a pre-filled version of Confidant for each client, rebuilding the client’s sense of security and confidence, knowing their critical personal information is protected and their investment advisor is looking out for their best interest.

Personal Finance Bundle
A brokerage firm wishes to attract new customers by promoting IRA Rollovers from former employers. Bundling a free trial of the Confidant solution for customers opening new Rollover IRA accounts creates a unique and valuable promotion.

Cross-Sell
A investment firm wishes to drive traffic to its website, in an effort to cross-sell their variety of products and services. As a Confidant partner, this firm could be featured within the product, offering targeted tips and advice, directing customers to its website and also through a monthly online investment newsletter to Confidant users.