Case Studies

Like most industry super funds, CareSuper is grappling with how to increase their member’s access to affordable, low-cost financial advice. But even before financial advice is sort, people are doing their homework online to try and understand the issues and options available to them.

Ausfund’s new online service, built by AdviceConnect and embedded directly inside their own website now handles thousands of searches a day and allows users to step through a workflow process to either cash-out or roll-over their lost funds.

Working with Edentity’s GreenID solution, users can identity themselves online using passports, drivers licenses and other recognised identification documents to allow the whole process to be executed online instead of filling in paperwork and mailing it.


Yellow Brick Road is a great new financial brand taking on the big traditional players. YBR are leaders in creating market attention for their products and services. AdviceConnect helps them keep that attention alive with online customer engagement tools.

Industry Fund Services (IFS) is the leading provider of financial product and advice services to industry super funds and union members. It services over 30 industry funds with financial advice services.

AdviceConnect has been working with IFS to create their own branded financial calculators, illustrators, online Q&A and access to their online advice team to help them serve their fund clients more efficiently and to provide broader reach to members.


Absorb Finance is a great news app for finance professionals. A news feed powered by news articles linked from around the web by our growing community of Finance Professionals.
When a member submits a link, Absorb Finance retrieves the content and presents it to you in the most user-friendly and digestible manner.
Quickly move between articles, read a brief summary, upvote (and help curate), and see what other Finance Professionals have to say.

Optus Business turned to AdviceConnect to help them develop an active online digital readiness tool that delivered self-service tools to prospects and leads to the customer team.


Greg Cook at Eureka had a vision for a great new website and a series of online videos – AdviceConnect made that possible with our web and online video management services.

A powerful platform for delivering online & mobile financial solutions

AdviceConnect provides a suite of rich, configurable, brandable financial solutions such as online Q&A, FAQs, superannuation & retirement calculators, illustrators, online advice and online application components that embed directly into your existing site or create compelling tablet and phone applications.



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