Online Financial Advice

Advice is a key part of the financial services sales process

Not everyone needs, wants or can afford comprehensive face-to-face advice. Advice is expensive to give as well as receive.

Low-cost online and phone based financial advice allows an increased reach to customers that need limited advice to help them with their buying decisions.

Today, advisers only target the top 15% of the market. This leaves 85% of customers unadvised!
We need lower cost options to service those customers.

AdviceConnect’s online advice platform allows financial institutions to service those customers over the phone and web.

Customers can initiate advice requests online but could be completed over the phone.

Alternatively customers can call your online advice centre where the online consultant take the details over the phone and then allocate an online account to the customer for online interaction.

See some of our online advice tools in action:

Let customers choose their interaction channel

Your customers are segmented into those that prefer face-to-face, those that prefer the phone and those that like to as much as possible online.

AdviceConnect has bullet proof built-in compliance

For financial services, even general advice is challenging online. Random emails going backward and forward do not make a great basis for compliance procedures.

Using AdviceConnect’s web components, all customer interactions are tracked and audited. From a compliance point of view we keep a very clear trail of who asked what and who replied when.

Your online and phone based teams can all have access to the customer interaction information and all replies whether they are on the phone or the web can be tracked.

We use email only to send notifications of events or action required. The customer is notified that they should sign into their secure member area (another of our widgets) to receive their information or ask more questions.

With AdviceConnect, online financial advice compliance just got a whole lot easier.