Short promotional/interview-style video showing United Capital leaders describing their mission to make financial services more human and less intimidating. Speakers emphasize empathy, deep client-advisor conversations (an “honest conversations” exercise), and using technology—specifically Salesforce Financial Services Cloud and Lightning—as connective tissue to scale personalized relationships and advisor capabilities.
I came to United Capital because of one thing, and that is the passion for doing something different for people and making financial services less scary, making it more human.
If you're going to be in the noble profession of financial services, you have to be ingrained in the choices people make every day.
It's amazing how complex financial lives are. And we want advisors to be able to engage very deeply.
We help people understand what's most important to them so that they can really live without constraints and without regret. Ten years ago, when we started this company, the entire industry really viewed human beings like walking wallets. We just asked this very simple question, what if they're wrong?
What a great opportunity. Kind of come in on the ground floor, really try and think differently about how advisors engage with clients.
We were going to have to find a completely different way of working.
Your technology, your systems and so on, need to be able to talk to one another to support the different paths that you may need to take in order to evolve and be successful going forward.
What we hope technology does is allow us to have more time to connect with people on a real level, to talk about what really matters to people. And Salesforce is embedded in that at its core. What we found is our industry is incredibly boring. It's lots of paper, lots of numbers, and we thought, what would happen if nobody had a pen and a paper? How would you deliver on the experience?
One of the key parts of that is our honest conversations exercise. And that process really gets into some deep discussions with clients about their values and priorities. And we took that process and we moved it online using Salesforce.
Our advisors can look in Salesforce and they can see every decision clients make captured with visual imagery.
It's nice the tools are able to help deepen that relationship that we have.
It's not using technology as the focal point. It's simply using it as a vehicle to speak to the consumer at the frequency and way that they'd like to.
It just let us reach out to more people and it let us grow and be nimble and fast.
Not just grow in size, but grow in capabilities.
We partnered with Salesforce in the last year to provide a pathway for advisors who want to stay competitive in a changing landscape to robustly and dynamically engage with clients. With Salesforce Financial Services cloud and using.
Lightning to be able to really create a much more intuitive and engaging experience for the end user.
This business should be more human, enabled by machines, and Salesforce is the connective tissue for us. It's the magic that makes things happen.
And the relationship continues to be more important to what we do every day. If you're going to change the world, you have to do it with a group of people who share a similar lens on the world.
We want the human side of the business to be even more important than it's ever been. Without Salesforce, there's no way we could do it. I think that at the very center of United Capital is what differentiates us.
Empathy is the glue that connects us all together. Without it, we're machines. With it, we're human. It.
