• by Ray Schultz , April 28, 2023

Elements, a financial assessment and monitoring platform, has launched a tool to help financial advisors engage with prospects. 

The new solution, Elements Messaging, allows advisors to “cut through the noise and deliver timely, actionable advice in a convenient format,” says Reese Harper, Chief Executive Officer at Elements.

Email is no longer enough, Harper adds. "While advisors can rely on email to communicate with their clients, studies show that the average office worker receives more than 100 emails per day.” 

Advisors using Elements Messaging can interact with their prospects on the same platform where their financial data is hosted, the firm says. The tool was built on an intuitive mobile app that enables prospects to easily input their financial data, it adds. 

In addition, these advisors can send messages with prefilled, one-tap replies for prospects to respond. In addition, Elements Messaging allows users to filter the advisor’s prospect list and send bulk messages to a curated group and receive replies on a 1:1 basis. 

“Modern consumers highly value a streamlined experience, so incorporating direct-to-advisor messaging within the context of their financial life made a ton of sense,” Harper concludes. “The accessibility of advice is and will always be a focal point.”