Digital financial communication, planning & shopping. Combining the entire adviser experience on a single integrated platform

Headlines

Ways in which a lack of data, functional or experimental integration can harm a business

• Poor CRM
• Poor integrations
• Poor data input
• Poor data structure
• Looking to make tech better
• Too much data
• Client portal

Key Challenges

• There are major issues with the quality of data 
• Integrations with other technology are poor
• Client communications - multiple ways to enter client data leading to poor client experiences, no client portal, digital proposition not on brand, etc
• Incomplete client planning leading to outputs that are incorrect and difficult for clients to understand
• Inability to easily search for financial products to fulfil client plans

Conclusions/Solutions

There is a desperate need to clean and maintain data to enhance client experiences

• With so much tech available, integrations must work to make businesses more efficient
• When using data, think about what the client wants and make sure the client experience is based on that
• Ensure data is available on mobile devices.