Best-In-Class CRM & Client Touchpoint System

The AB Touchpoint Client System™

A Four Step Process To A Robust Client Experience 

  1. We build a quantitative analysis of your book.

  2. Households are segmented into A, B adn Z's.

  3. The advisor makes the subjective changes to the segmentation.

  4. We build the touchpoints into your Wealthbox.

The AB Touchpoint System is implemented in your Wealthbox 

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