Why it works

Questions and lack of advice stop customers and members from making financial decisions. AdviceConnect removes that barrier by linking customers and prospects to your financial service professionals allowing them to send questions, request simple advice and submit assisted applications online.

AdviceConnect is an online sales and advice platform for the financial services market.

Our hosted web components plug into an existing financial web site and bring your service centre online to assist customers

Get your advisor teams online and servicing phone and web customers

Advice facilitates sales

Consumers need advice to comfortably purchase financial products online. Questions and lack of information stop them from making financial decisions. AdviceConnect removes that barrier by linking customers and prospects to your financial service professionals allowing them to send questions, request simple advice and submit assisted applications online.

Compliance and transparency is the key

Regulators globally are tightening up the way financial services interact with customers. AdviceConnect is extremely simple for end consumers and service professionals. It is bank-grade secure, highly scalable, multi-currency and multi-language and manages all consumer-service centre interactions with complete compliance tracking.

Building on our customer interaction platform our financial interactions provide the fully compliant tools to enable general/product or limited/lite financial advice.
Use a single centralised advice team to support multiple corporate and distribution partner brands

For Customers

• Self Assessment Tools: Calculators and questionnaires to ‘disturb’ your customer into action
• Q&A interactions – questions stop the buy process every time – get your sales teams online to provide the answers
• Complaints and Feedback – show them you are listening by providing full interactive engagement on problems and issues
• Product Advice – what facts can you gather from your customers to give them more help in understanding more about your offerings? See our AdviceConnect Financial components for deeper advice options.
• Online Applications or Quotes – let customers initiate or complete online requests for your product.
• Member management – let you customers self-register, sign into their own secure account area

For your online advisors and administrators

• Web based advice consult to manage and service customer advice requests including configurable statement of advice (SOA) generation
• Customer and Consultant management tools
• Workflow management tools
• Branding and white-labelling tools

For your technology team

• All hosted for instant-on and bank grade security
• There is nothing to install – the customer components plug right into your site and are integrated as easily as embedding some script as easily as you would embed a YouTube video.
• Plus the advisor and managers consoles are all online
• Talk to us about integration to your back office systems or existing member management solutions.

Who is it for?

For companies that want to

• Increase online customer conversion for financial products
• Create an online referral model for face-to-face advice
• Divert customer services from the more expensive face-to-face channels to the web
• Increase utilisation of their phone centres by servicing web as well as phone transactions

Online is a difficult customer channel

We know that more consumers than ever are doing their ‘homework’ online

Why are your online conversations still low?

• Not enough interactive content
• Not enough ‘buy’ decision assistance
• Consumers still have questions and need advice
• ‘Buy Now’ online applications have too many barriers, customers are not ready

What makes our platform different?

• Save for Later – Consumers can ‘save for later’ any of our interactions
• Call to Action – Our embedded work flows mean that any customer interaction, even a calculator can direct the user with a call to actions
• No mandatory fields – our consumers are not forced to enter any fields that may cause them to abandon the interaction because they do not know the answer or they don’t want to tell us right now. Isn’t it better that they send their requests to us rather than abandon them?
• Configurable interaction nodes
• Configurable Output Templates for Calculators and Statements of Advice
• Fully White-Labelled with your brand
• Multi-currency, Multi-Language
• Single Customer View, Single Portfolio View
• A single online advice team can service your whole organisation including separate brands and distribution partners.
• Fully hosted as a Software-As-A-Service (SAAS) application for instant on,
• Pay for what you use