HALO Customer Use Cases Matrix [Getting Started]
Welcome to the guide on HALO Customer Use Cases Matrix guide. This guide will walk you through various use cases where HALO can be leveraged to deepen client relationships, win prospects, capture leads, and expand household reach. By understanding these use cases, advisors can effectively engage clients, differentiate themselves in the market, and provide personalized financial planning solutions.
For a full Halo Customer Use Case Matrix, download the attached guide:
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Goals
Engage Clients; (Deepen Client RelationshipsClient Relationships)
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When to Engage
Annual Reviews
Insurance Reviews
Virtual Touchpoint Opportunities
Client Events (Webinars, etc.)
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Empowers clients to take action & overcome inertia on decisions (worry less)
Creates confidence in the plan: Gives clients the most comprehensive goals-based plan based on their unique risks (with HALO’s unbiased & personalized projections)
Reveals unique insights about client’s longevity and shows ways to optimize their health
Helps clients focus on achieving their bucket list goals & financial wellness
Win Prospects
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When to Engage
Discovery Process
Insurance Reviews
Prospect Nurturing
Virtual Engagement
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Unbiased information regarding future risks & planning needs
Virtual Engagement: Opportunity to engage virtually with the advisor and receive immediate value & insights
Enhances trust: Creates a deeper introductory conversation driven by personalization and data
Capture Leads
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When to Engage
Direct Website Engagement
Digital Lead Nurturing
Marketing Outreach (Longevity, health, & eldercare digital marketing topics)
Seminar / Webinar Events
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Offers leads a way to engage and receive planning value from the bank/ advisor prior to a discovery meeting (via the bank’s website)
Increases financial literacy and educates lead on ways to increase financial wellbeing
Illustrates longevity, health, and eldercare planning risks in a personalized way to drive action
Expand Household Expand Household
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When to Engage
Reach Non-financial Decision Makers
Caregiving Situations
Family Meetings
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Introduces family to the advisor (& how the advisor can help) prior to a family health crisis
Aligns family with client/s wishes as it relates to independence, health, and caregiving
Helps individual family members understand where they fit into future caregiving plans
For a full Halo Customer Use Case Matrix, download the attached guide:
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