Embrace A New Era

MACHINE LEARNING, AUTOMATION, AND CLIENT EXPERIENCE, EXPLORE THE TECHNOLOGY TRENDS SHAPING THE FUTURE OF YOUR FINANCIAL ADVICE BUSINESS.

The Role of Tech in Financial Advice

The belief that business success will be guaranteed due to a historical position in an industry is dangerous for any business looking to operate and remain relevant in the long term.

Tech innovation offers many multi-faceted benefits for financial advice designed to:

01

Drive efficiencies of scale, reduce human error within the advice process and compliance framework.

02

Automate repetitive tasks & optimise data entry, reporting, document creation and record keeping.

03

Improve engagement with real-time interactive advice, facilitating better decision making, and outcomes for the client. 

04

Improve client meetings with in-depth data & analysis to better support the advice conversation, live modelling of optimal strategies & actions towards the client’s goal achievability.

05

Provide quality predictive forecasting to identify trends & patterns across client behaviours and cash flow.

06

Provide transparency of services offered at each step of the advice process with clear obligations required by both parties via integrated CRM and client app access.

07

Respond proactively and effectively to changes in client behaviours or external factors that may influence the clients’ need to pivot their wealth strategy and approach. 

The key areas that technology can currently improve the process and outcome for financial advisers, their Businesses and their Clients are:

01    Adviser / Client Accessibility

02    Advice Client Experience

03    Live Multi-Dimensional Modelling

04    Data Analysis & Strategy Development

05    Goals Tracking

06    Mobile App Access

07    Adviser & Client Dashboards

08    Communication & Notifications

09    Online & Virtual Meetings

10    Data Collection

11    Digital Advice Documents

12    Digital Signature

13    Secure Document Transfer

14    Data Management & Record Keeping

15    Task Management

16    Compliance & Audit Trail

Advice Intelligence

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