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The new product leverage's Quovo's core infrastructure to provide timely alerts to financial advisors regarding key account activity or milestones. As a result, Cue enables advisors to make smarter and faster recommendations to their clients.
Fueled by Quovo's industry-leading account connectivity and data analytics, Cue helps advisors actively stay on top of their clients' financial lives, enabling timely client communications at scale. Advisors can use Cue to stay engaged with their clients, monitor business development opportunities, and help clients make healthier financial decisions. Cue represents a transformative evolution in account connectivity. The first bundle of cues focuses on fundamental account-level insights such as tracking changes in balances, significant money movements, and even leveraging data analytics to predict client ownership of accounts that the advisor has not yet seen.
