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AdviceConnect is an web-based financial advice platform that provides consumers with self-
assessment tools and online services from sales and advice teams over the phone and web
Advice
Connecthttp://www.
Phone
Web Online Advice Team
Increasing conversion and lowering servicing costs!
Consumers and regulators are pushing for lower cost advice options
Homework, Research
Self Assessment Tools
Online Advice Services
Phone Based Advice Services
Face-to-Face
Increasing
product
complexity
Increasing levels of advice complexity
Decision
Increasing level of client engagement required
Decision
Decision
Decision
*
*
* Advice Service Centre
required
Advice facilitates product decisions, but
regulatory requirements make it hard
Decision
Consumers need financial advice to help with buying decisions
• We know financial advice ‘facilitates’ product sales
• But, face-to-face advice is expensive leaving 85% of the market unadvised
• And, regulatory compliance is expensive
15%
85%
Advised Unadvised
Embed our ‘active’ financial
calculators and advice tools into your web sites
Increase online sales through adviceand lower the cost of ongoing servicing...
Start offering advice services online and
over the phone to engage customers
How it works
Our components can be
configured and styled to fit into
any corporate site