Online Advice Ticketing

Advice ticketing is all about making it easy for both clients and prospects to get access to web and phone based financial advice services.

Start offering online advice services faster while still maintaining a bank-grade security model with our new online advice ticketing model!

With advice ticketing, any user can request an online advice services – be it just asking a question, to a financial health check, to intra-fund advice all the way to a comprehensive fact find or online application by simply leaving their email address and picking up an online ticket that they can use to authenticate again when they want to come back to review the status or response to their online advice request.

To learn more or get a full demonstration of how our system works from both the client/member view or the online advice centre view: Contact Us

Try out online advice ticketing

There is nothing like trying something for your self. Our demo area for online ticketing has a couple of sample transactions that you can play with.

Of course you could use any of our components using the online ticketing model.