As a trusted partner to leading private client services, we have learned that HNW (high net worth) clients expect – and reward – reliable, discrete, personalized performance. Those rewards can range from referrals and positive reviews to upsales, gratuities and repeat business. To support our clients we developed DossKit™, which has helped thousands of agents improve client engagement, all for typically less than a fraction of a percent of any service fees they assess.
With DossKit’s Dossier Builder, each broker, agent, concierge and advisor can now give each of their private clientss a branded online collaboration space for building a rich, customized experience. DossKit assembles each client’s credential, itinerary, medical, culinary, purchase, plans and ideas into a flexible tool for creating a personalized client experience.
Click the “Sample Dossier” button below to see an example completed by a client using DossKit’s included Dossier Builder. It neatly compiles multiple-client party entries into an attractive report, organized to selectively e-share relevant portions with key partners – agent, broker, captain, pilot, chef, steward, concierge, and others.
The Dossier Builder makes it easy and elegant for your Client – single, couple, family or group – to collaborate online where they can share, edit and complete a comprehensive Dossier. Place yourself in the client’s role and try the Dossier Builder here. Feel free to use the Comment fields to share feedback and ask questions. No obligation or credit card is necessary. Use the Dossier Builder button below to try it for yourself and imagine how it could improve your business.
