Panelz has become the focus of our lobby experience. We work in an industry which can cause stress for the people we serve. Panelz and the ability to tell our story during our lobby wait time, instills confidence in our firm and brings calm.
Todd Larson - Franchise Owner
Embassy Wealth Advisors
Guiding Growth
Embassy Wealth Advisors is a financial advisory practice of Ameriprise Financial. Their mission is to provide sound financial guidance while adhering to biblical values. They are certified members of the Kingdom Advisors network and passionate supporters of several meaningful ministries.
Challenges
The financial world can be stressful as the decisions you make can affect the rest of your life. The last thing a financial advisor wants their clients to experience in their office is the fear often caused by cable news. Yet sadly, many display this content on their lobby TVs. Embassy Wealth Advisors needed a better option. They wanted a way to encourage, educate and engage their clients during the brief time they spent waiting.
Solutions
With Panelz, Embassy Wealth Advisors was able to distribute uplifting, relevant content to the lobbies of their five offices in three states. They could easily share engaging messages related to financial services in general, along with location-specific information such as advisor profiles and community service projects. Plus, they could even create personalized welcome screens and schedule them to go live shortly before their client’s meeting.