2. 6seconds
OPENING – SCENE #1
SMART
SOPHISTICATED
ELEGANT
CORRECTED
CONTENT
1) Music starts
2) AG|DELTA [logo]
3) live in tomorrow
Logo fades out…
1) SMART
2) SOPHISTICATED
3) ELEGANT
This 3 lines appear line
after line…
3. 28seconds
SCENE #2 – VIDEO IMAGERY CORRECTED
CONTENT
As Video imagery commences, the narrative will start…[spoken content on
next page]
4. 25seconds
SCENE #2-4 – NARRATIVE
Expectations are at all time highs.
Clients expect wealth advisors to be impartial and provide suitable choice of
investment solutions.
In today’s fast moving world of information they expect the right information at
all times anywhere.
Highly competitive and regulatory pressures make the problems even more
complex.
Wealth advisors spend most of their time inefficiently because…
They completing compliance related paper work, sifting through daily emails on
economic research, trying to keep track of the fast moving markets and looking
for the right product ideas.
With so many individual clients to service the challenges can be overwhelming.
- If only wealth advisors had one single tool to keep all their tasks at their
fingertip.
- If only clients could get help with clear calls to action at the right time.
- If only there was a better way...
Well now there is!
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CONTENT
5. SCENE #3 – ACTION ON SCREEN
Use some incoming email
sound coming in for those 7
mails
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CONTENT
See detail text for each
mail on page XX
6. SCENE #4 – ACTION ON PHONE
Use some incoming apps
sound coming in for
WhatsApp, Messenger,
Twitter, LinkedIn
WhatsApp
LinkedIn
Twitter
Messages
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CONTENT
7. SCENE #5 – TRANSITION CORRECTED
CONTENT
“don’t live in today…
…live in tomorrow”
AG|Delta - iWealth Cockpit”
8. SCENE #6 – VIDEO IMAGERY PART 2 CORRECTED
CONTENT
9. SCENE #6 – NARRATIVE 2 CORRECTED
CONTENT
1. MANAGE across client portfolios in a new way with APPROPRIATE and TIMELY alerts
and notifications
2. IDENTIFY client opportunities by the tool matching the RIGHT Ideas with the
RIGHT Clients seamlessly
3. DISCOVER the latest quotes and price trends for all your investments Forex,
Stocks, Bonds, Funds, Derivatives, Structured Product and Alternatives
4. COMPARE investment proposals across all product providers to ensure you are
sourcing the best options for your clients.
5. TRANSACT electronically, securely and In a compliant manner , saving hours a day
on paper work.
6. INFORM clients continuously of the outcome of pro
25. X
Follow Up Delete
Maria Fadin
New Idea for my Tech Portfolio
Hi Rob, I need some ideas for my Global Tech Portfolio.
Cheers Maria
X
Follow Up Delete
Tom Brady (ABC Research)
Apple buys UK start-up that wants…
Apple will use VocalIQ’s technology to improve….
X
Follow Up Delete
Andrew Ho (Tech News Daily)
Google counters Apple with Nexus
Google counters back with Nexus phones, new tablet. An
attendee looks at a display of new Google device during…
X
Follow Up Delete
Melanie Cooper (Compliance)
Client Review is due for Dr. A.Chan
Hi Rob, I need you to complete the KYC review for your client
Dr. A. Chan urgently. Please contact me if you have….
X
Follow Up Delete
Amanda Sim (Operations)
CIF 382395M had a Corporate Action
Hi Rob, Pls. find attached the details for 382395M….
X
Follow Up Delete
Dr. A.Chan
Need urgently 2M DCI proposals
Hi Rob, can you send me some ideas for 2M DCI with USD
base currency. Regards Allan Chan
X
Follow Up Delete
John Biers (AFP)
US stocks end week higher…
Despite rising gloom US stocks end the week higher.
About 30 minutes into trading, the Dow Jones was at…
![6seconds
OPENING – SCENE #1
SMART
SOPHISTICATED
ELEGANT
CORRECTED
CONTENT
1) Music starts
2) AG|DELTA [logo]
3) live in tomorrow
Logo fades out…
1) SMART
2) SOPHISTICATED
3) ELEGANT
This 3 lines appear line
after line…](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)