Advisor login and activity reports
No department appreciates usage reports more than sales. Your institution will take comfort in knowing exactly when your advisors are logging in, the topics they’re searching on, and which resources they’re sending to clients.
Client Email Read Data
Most importantly, you and your advisor will be able to monitor client read data. You’ll know which of your resources are being read most frequently. And your advisors will know which clients they should follow-up with.