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Learn how to create a great digital fact finding experience

Learn how to create a great digital fact finding experience

Adrian Patty
CTO at Advice Revolution and XY Adviser
Adrian Patty
CTO at Advice Revolution and XY Adviser

Learn how to create a great digital fact finding experience

Yesterday’s session was an informative look at the key elements that make up a great fact finding experience for your clients. Adrian also walked us through the DIY apps vs different out of the box app options you can use; the pros and cons of each and how to decide which path is the best choice for you, your team and your business.

Adrian believes it’s all about the conversations that happen around the fact find, and then making sure the fact find can make those conversations easier and more effective.

Here’s Adrian’s slides from yesterday you can download:

XY Fact Finding Session.pdf

The DIY Apps you can use include programs like JotForm, Typeform and Zoho Forms. This may be the ideal solution for the adviser who has a very clear idea of what they want to achieve with their fact find and who wants to tailor the questions and output to suit.

The out of the box app options Adrian mentioned included:

→ All in one Advice CRM Fact Find solutions (eg. Xplan, Midwinter, Adviser Logic)

→ Personal finance apps (eg. MoneyBrilliant, Moneysoft, MyProsperity)

→ Adviser specific digital fact finds (eg. Astute Wheel, Advice Revolution, iFact Find)

All options have their pro’s and con’s (pages 17-20 of Adrian’s slides). As every advice business is different and has it’s own set of requirements, it makes sense there’s no golden goose or one-size-fits-all approach to digital fact finding that will solve the client experience and FASEA compliant conundrum for every adviser. Adrian’s advice is to think through what it is that is most important to you, and then look at all of the options available and weigh up which of your boxes they tick best.

If you have any specific tech questions you can post them into the tech stack topic on XY, reach out to Adrian on XY HERE or shoot him an email at adrian@advicerevolution.com.au✌️

11 months ago

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Yesterday’s session was an informative look at the key elements that make up a great fact finding experience for your clients. Adrian also walked us through the DIY apps vs different out of the box app options you can use; the pros and cons of each and how to decide which path is the best choice for you, your team and your business.

Adrian believes it’s all about the conversations that happen around the fact find, and then making sure the fact find can make those conversations easier and more effective.

Here’s Adrian’s slides from yesterday you can download:

XY Fact Finding Session.pdf

The DIY Apps you can use include programs like JotForm, Typeform and Zoho Forms. This may be the ideal solution for the adviser who has a very clear idea of what they want to achieve with their fact find and who wants to tailor the questions and output to suit.

The out of the box app options Adrian mentioned included:

→ All in one Advice CRM Fact Find solutions (eg. Xplan, Midwinter, Adviser Logic)

→ Personal finance apps (eg. MoneyBrilliant, Moneysoft, MyProsperity)

→ Adviser specific digital fact finds (eg. Astute Wheel, Advice Revolution, iFact Find)

All options have their pro’s and con’s (pages 17-20 of Adrian’s slides). As every advice business is different and has it’s own set of requirements, it makes sense there’s no golden goose or one-size-fits-all approach to digital fact finding that will solve the client experience and FASEA compliant conundrum for every adviser. Adrian’s advice is to think through what it is that is most important to you, and then look at all of the options available and weigh up which of your boxes they tick best.

If you have any specific tech questions you can post them into the tech stack topic on XY, reach out to Adrian on XY HERE or shoot him an email at adrian@advicerevolution.com.au✌️