The Platform
In an era of exploding media choices and heightened expectations for timeliness and relevancy, consumers are increasingly assuming control of their relationships with their various professional advisers. This phenomenon is rewriting the rules for how financial service professionals engage with customers, creating both challenges and opportunities for forward thinking organisations.
We understand that independent means unique and have designed our flexible proposition platform around what advisers have told us they need. A platform to improve efficiency and create a positive customer experience.
By consolidating data from multiple sources we can create a rich understanding of each customer’s needs and preferences. Empowering partners with the ability to create personalised, relevant advise that directly impact retention, growth, satisfaction and profitability. As we progress, we will continue to introduce more technology as well as new and intelligent ways to provide greater opportunities for both client and advisers.