What we do
High impact – visual, engaging
Digital Advice
- Build valuable relationships with your clients by sharing in their journey and goals they achieve.
- Deliver an enhanced experience by fostering a 24/7 relationship.
- Provide clients with their own personal space, to track their goals, review their advice strategies and all meeting presentations presented.
Build high impact presentations and visual strategies that empower your clients
What we Do
FLEXIBOX - Digital Fact Find
Provide your clients with their own personal space, to track their goals, budget and vault.
Advice Compliance
Ensure the quality of the advice your advice team provides to your clients is consistent, and compliant. Enhance training of new advice staff and risk mitigation strategies.
Real-Time Client Interaction
Build upon your advice experience by fostering a 24/7 relationship with every one of your clients, whilst automating your pipeline
Referral Management
Build relationships with accountants, planners, mortgage brokers and provide them with a centralised platform to manage and track each referred client.
Interactive Goals
Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.
Family Tree
Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.
Pipeline Reporting
Track every client throughout your advice process and ensure they remain engaged throughout their journey.
Visual Strategies
Present key strategies using high impact visual presentations, built using the my.solutions toolbox suite. Review their advice strategies and all client meeting presentations.