Enabling AB’s advisors to work SMArter

Scoped and designed by Living, AB’s SMA Service Model digital experience features an interactive infographic that guides users through the Service Model’s four key phases, showing how their team and technology supports advisors along the journey.

Content includes a series of short animations that communicate how the service model streamlines advisor workflows and highlights AB’s proprietary tools, such as Portfolio Builder and SMA Snapshot, which help financial advisors have more effective client conversations.

By enhancing its digital presence, AB explains how they support advisors building their business, at every stage of a client relationship, from prospecting and acquisition, through to client servicing, with customised and innovative tools and reporting, demonstrating their role as a true partner.

Find out more about our latest work for AB and AB's SMA Service Model.

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