SEARCH
Online tools central to client engagement: myprosperity
Online tools central to client engagement: myprosperity
Advisers are increasingly required to adopt online tools that allow them to better engage with clients and deliver more tailored advice, says myprosperity.
Speaking to AdviserInnovation, myprosperity chief information officer Stephen Jackel said advisers need solutions that provide them with up-to-date data on their clients' financial situation.
Mr Jackel said approximately one advice firm is adopting myprosperity - an online financial tool - per day since the tool went live six months ago.
According to Mr Jackel, the reason why the solution has had a considerable take-up is that it enables advisers to engage with their clients and provide better, data-backed advice.
The tool highlights the individual needs of a client and regularly asks questions in regards to their financial situation and progress.
"There are a lot of places where those requests come through to the adviser and actually start conversations," Mr Jackel said.
"It helps their clients be engaged and obviously actually generate a bit of extra revenue and business in the process," he added.
Mr Jackel emphasised that online financial tools don't replace advisers, but complement them.
"We're not trying to replace [advisers] or change the way that advice is necessarily constructed. It's more about having better clarity on what's happening with [a client] so that a better decision can be made."
Mr Jackel argued that clients are demanding access to their financial data online, and if this is not provided by an advisers, clients will look elsewhere.
"Advisers have a small market window to make sure that they are at the centre of that and that their brand is at the centre of that."
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Broker Daily
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Centre
- Investor Daily
- Lawyers Weekly
- Money Management
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Broker Daily Business Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- Australian Aviation Podcast Network
- Broker Daily Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- REB Podcast Network
- Relative Return
- Space Connect Podcast
- The Adviser Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- The Smart Property Investment Show
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
