Screen sharing software for financial services
"It's so much more compelling to use visuals during calls with my clients. Just one click and they can see my screen. It helps them understand and make sound decisions."
People in financial services know that for their services, a picture is worth a thousand words. CrankWheel allows you to present visually to your clients during a call. Present to your client remotely without having to book an appointment on collaboration platforms that create friction points for the client.
For retirement planning advisors, showing real numbers matters. Pull up retirement calculators and walk clients through different scenarios. Show how portfolio allocations change over time. Display forecasters that project income streams through retirement years. Your clients see their future financial picture while you explain it.
Portfolio managers can pull up charts for a client and display historical data in seconds. Financial advisors can visualize portfolio performance and rebalancing strategies. Sales representatives can compare the risk and rewards of different funds. When you show retirement projections side by side with current portfolios, clients understand the path forward. CrankWheel is invaluable when explaining complex data.
Customer support teams can easily troubleshoot and guide internal customers while being on the same page. Control can be handed over to the viewer to help them learn how to use new software. Retirement planning tools become less intimidating when clients can see them in action.
CrankWheel makes it easier to service and sell intangible products and services. Ideal for retirement planning consultants, private banking advisors, wealth management professionals, asset managers and fund managers. Perfect for wealth advisors who need to show how today’s decisions affect tomorrow’s retirement.
Share to any device
Easy for the client to connect
Zero friction screen share
Present remotely
Visual engagement for financial services
The preview window shows you how your customer sees your presentation and where their pointer is. This gives you the opportunity to see when they are engaging with the presentation and if they are paying attention. Watch clients interact with retirement calculators and portfolio visualizations in real time.
One-way screen share
The only thing that is shared is the presenter’s window. Customers don’t have to worry about sharing their webcam or their desktop.
Compliance
For both internal and external compliance, recording the session is a must. If there is any dispute, it’s easy to see what was shared during the session.
On the go
Your client can be stuck in traffic or sitting by the pool. As long as they have an Internet connection and a device, you can share your visuals. Review retirement portfolios and run projections from anywhere.
Features
Screen sharing
The convenience and efficiency of a phone call combined with the visual engagement of an in-person meeting. During a call, you simply send your customer a link via email or by text message (SMS) and they can see what you are sharing in just seconds on any device and with any browser. When you need to cover complicated matters like retirement income strategies or portfolio allocation changes, it's easier to use visual aids and show the customer what you mean. Display retirement calculators, Monte Carlo simulations, and income forecasters while you explain them.
Co-browsing
Having the customer fill out retirement planning questionnaires or risk assessment forms while on the phone can be frustrating and often creates friction. With the screen-sharing functionality of CrankWheel, your customers can see the information being filled into a form for them. Show how different inputs change retirement projections in real time. Sometimes it's more efficient to hand over control and allow the customer to fill in their retirement goals, expected expenses, and income sources themselves. The Remote Control feature of CrankWheel gives you the ability to hand the form over to your customer while on a call. Let them adjust retirement age, savings rates, and portfolio allocations to see how changes affect their future. This co-browsing feature that works in any browser and on any device, empowers the customer and increases the interaction of the appointment. Clients become active participants in their retirement planning.
Redirect to your website
When the session ends, the client can be redirected to your own website. Send them to retirement planning resources, portfolio tools, or calculators they can explore. It can be a designated landing page to introduce other retirement services or a feedback site where the customer can give the services a rating and leave feedback.
Asynchronous portfolio reviews
Record personalized portfolio reviews and market updates that busy executives can watch between meetings. Perfect for time-poor professionals who can't always take calls during market hours. Send retirement projections and investment recommendations via email or secure messaging with animated previews. Leading companies see up to 60% reply rates with some responses coming within 10 minutes. Track engagement to know when clients have reviewed their quarterly statements or portfolio rebalancing proposals. When couples need to make joint investment decisions, one video reaches both partners without scheduling conflicts. Create compliance-friendly recorded explanations of fee structures, risk disclosures, and regulatory changes. Record market commentary once and share with your entire client base.