Our team at AdviceConnect hasn’t stopped giggling from this great Dilbert cartoon today! We spend our time trying to convince financial institutions about great new ways to engage customers, but still they go down the tried and true route. So we end up feeling like Dilbert a lot – not to mention our tech team [...]
Optus is doing a lot of great work with cloud-based services for small and medium businesses. They have a whole set of cloud based solutions to help businesses move digital. Their current cloud offering consists of two main solutions around Email and Collaboration and Mobile Security. Their Cloud Solutions landing page has a lot of [...]
As part of our process of engaging more with Advice Practices, we have been getting to know the folks at the FPA (Financial Planning Association of Australia) a whole lot better. They had a need to get a new Micro-site up for their annual conference this year – and thats where we were happy to [...]
Paul Meleng at EthicalSuper.com loves to write articles for his clients. He has so much enthusiasm for the ethical investment market its contagious. Of course Paul offers a full range of financial advice services, but our SiteExpress website has given him the platform to really connect with his clients and keep them connected to his business. [...]
New client’s Total Clarity Group have gone for a very clean and simple website approach. Principal’s James Willis and Nic Andrews didn’t want to have their website cluttered up with lots of graphics and text. They preferred to send some strong messages matched with the right images to capture the style of their advice practice. [...]
MCM Wealth Management is one of the new breed of financial advice groups! Leading the way with their clear, simple, fee-for-service advice model. Mr Elias Morales, MD of MCM was looking for a professional website that instilled confidence in prospects and offered value to his clients – his answer: AdviceConnect’s SiteExpress and Folio solutions. Mr [...]
Just-Ezi, Australia’s premier car insurance comparison site launched earlier this month with great success. Powered by AdviceConnect’s Fusion platform the site shows car insurance shoppers who their top 10 cheapest options for car insurance are, and to link to those suppliers. Just-Ezi’s car insurance calculator asks only 5 fields – Make, Model, Year, Postcode and [...]
This week marks the first month of the new Industry Funds Financial Planning web site featuring a whole swag of our AdviceConnect platform tools! Industry Fund Financial Planning is a part of IFS – Industry Fund Services – Australia’s leading provider of specialist financial products, services and support for industry super funds and their members. [...]
I have seen a couple of articles this week about AustralianSuper’s new panel of advisers from the retail advice world. Adviser groups Godfrey Pembroke, Matrix Planning Solutions, Dixon Advisory, Woods & Partners, Paul Moran and Switzer Financial Planning formed part of an advice model trial with AustralianSuper. While this is all very exciting and has raised much discussion [...]
Milana Pokrajac from Money Management published a great article today discussing how slowly the industry is moving to take up low cost advice alternatives like phone and web based solutions. The article starts… Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving [...]
