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TamTamy™, the Reply Company dedicated to social media, and e*finance consulting Reply, the Group’s management consulting Company focusing on the Banking and Financial Institutions sector, come together to support the birth of Advisor Professional™ (www.advisorprofessional.it), the first community entirely dedicated to Italian tied financial advisors and independent consultants.
Advisor Professional is an independent business community dedicated to the professional development of tied advisors and consultants. Via exchange and dialogue amongst colleagues and industry experts, the community aims to become a place where industry professionals can debate and elaborate on the most important themes, obtain ideas on how to innovate their own client relationship management skills, as well as sharpen their abilities and consulting skills, in order to correctly identify and address saving allocation needs.
The current state of the financial consulting industry has witnessed a series of significant changes and adjustments in order to conform to the practices of European countries which are far more evolved than Italy. In terms of savings management, Advisor Professional therefore proposes a significant contribution to professional evolution in two key categories: tied financial advisors and independent financial advisors. A structured framework, dialogue, examples and the comparison of everyday events, helps to consolidate and expand the acquisition of technical knowhow. Based on these grounds, Advisor Professional, via the use of ample space intended for interaction and the comparison of professional and everyday themes, aims to provide a valid contribution to the growth of the sector.
Advisor Professional is an Open Financial Communications (OFC) editorial project, already the owner of the ADVISOR brand, a leader in financial publishing and now in its seventh year of publication, providing news to the world of tied financial advisors, private bankers, independent consultants and all professionals operating in the distribution of financial products and services.
The capabilities of social communication 2.0 by TamTamy, together with the extensive industry experience of e*Finance Consulting Reply, were the determining factors behind OFC’s decision to utilise the services of Reply Group Companies from the project outset, from its conception to its realisation and right up until the launch and development of the professional community.
Tamy and e*finance consulting Reply analysed the everyday conduct of advisors in order to design a business community capable of optimising each moment of a financial advisor’s day. User experience, as well as the contents and services offered, have been organised in such a way as to cater to the various opportunities for interaction encountered by professionals during the course of their day; from quick news bulletins released in the mornings to stimulate brief interaction, to elaborated documents and structured debates concentrated in the late afternoons and evenings, continuously stimulating active participation.
Each user has a profile which can be personalised, allowing them to keep track of their activities within the community and tailor the user experience. Participation within the community is stimulated through the use of engagement tools (surveys, competitions, business games) , including the possibility of winning virtual medals, publicising one’s own virtual activities.
The environment includes a “Highlight” area, providing an insight of the most interesting discussions proposed by the community, as well as a “Best Practice” section including operator testimonies about ideas, experiences and practical advice regarding everyday business management, which can be compared and discussed amongst colleagues. The “Expert response” section in particular, focuses on specific themes affecting the everyday business of advisors, such as taxation, legal, inheritance and social security issues.
Project commercial partners are provided with a “Corner” dedicated to their own Brand, where they can offer useful services according to their field, including the activation of an area for dialogue and customer service; a unique and innovative opportunity giving visibility of their services/products to Italian advisors and consultants.
"Advisor Professional represents a new challenge on a European level, uniting content, development, professional growth and participation in the life of a specific professional category," stated Luca Miccoli, TamTamy Partner, "The task entrusted to us by OFC has allowed us to transfer more than three years of experience into the construction of a professional category business community filled with challenges, yet which is not so familiar with the process of comparison and dialogue beyond individual networks. The TamTamy platform, made in Italy and developed and delivered as an online service by Reply, is the technological enabler that incorporates all of the dynamics of social interaction, facilitating the acquisition of knowledge through the comparison and active involvement of all participants".
"Advisor Professional is the first community to support sales and financial consulting networks. It represents a place where industry professionals can enjoy virtual encounters, seek the opinion of expert and qualified persons, improve the everyday work of operators in the savings management market and additionally contribute to their continuous professional growth," explains Marcello Picasso, Managing Director of Open Financial Communication. "With the launch of Advisor Professional, our publishing house has sought to provide a significant contribution to the field in view of the challenges expected in the near future, in terms of information and transparency towards end customers".
"It is a great opportunity for us to support Advisor in such an exceptionally innovative project for the sector," commented Roberto Tognoni, e*finance consulting Reply Partner. "Up until now, similar experiences have only been available in much more developed markets, such as the American market. It is for this reason that we believe the introduction of this type of initiative in the Italian market is increasingly important, particularly at a time when the role of financial consultants in our country is experiencing a period of great change and evolution".
TamTamy is Reply’s proprietary platform conceived for the purpose of designing and developing corporate Social Media instruments and practices. Through the use of the most innovative online social interaction methods, TamTamy allows for the formation of relationships between colleagues, stakeholders, partners and consumers both internal and external to the company. As well as a platform, TamTamy offers consulting services to support companies with the conception of tailor made solutions for Social Engagement and Social Listening. TamTamy is also available in SaaS (Software as a Service) format. For further information or to try TamTamy™: www.tamtamy.com