Fiserv delivers new tool to enable financial advisors to build client relationships by sharing relevant content


Fiserv, Inc. (NASDAQ: FISV), a global provider of financial services technology solutions, has announced the availability of a new tool, Grapevine6, to enable the delivery of relevant articles and digital content through the Wealth Management Network from Fiserv. This will allow financial advisors to grow their networks and build rapport with their clients by becoming a source of information that can better help them meet their financial goals.

Cheryl Nash, FiServ
Cheryl Nash, Fiserv

Cheryl Nash, president, Investment Services, Fiserv, said:

Engaging with clients in a meaningful way is a high-effort endeavor for most advisors. By offering Grapevine6 to our clients, we’re allowing advisors to stay in step with their clients’ lives by enabling them to engage more easily, more often. Advisors can identify and share the content that their clients really care about, and become an invaluable resource.”

Grapevine6 is an intelligent content platform that serves three different advisor needs: finding new clients, building personal brands, and building rapport with clients and prospects.
In addition to allowing advisors to better interact with their clients by sharing intelligent, targeted content via social media networks, advisors can monitor what topics are most engaging to their audiences and will be notified when clients have read the articles sent.

Mike Orr, co-founder and Chief Operating Officer, Grapevine6, added:

The personal touch is what sets advisors apart and helps them to build long-term relationships. Grapevine6 streams personally relevant content that can be published to social in one touch, creating a tremendous opportunity for wealth managers to elevate their brand in only minutes a week. Grapevine6 also helps advisors build their businesses with a stream of relevant high net worth events in their markets and a playbook to engage prospects using social media.”

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Fiserv delivers new tool to enable financial advisors to build client relationships by sharing relevant content

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