Video: AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence

From

Welcome to the first in the FinTech Lab video series.

We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given practical feedback.

This episode features a pitch from Jacqui Henderson, co-founder of Adviser Intelligence, followed by questions from our panel about the product’s application in a real financial planning practice.

Adviser Intelligence’s platform brings together your campaigns, website, CRM, client engagement, pipeline, workflows and client portal, seamlessly, helping advisers create new relationships and strengthen existing ones. With things running smoothly behind the scenes, advisers will spend less time with their computers, and more with clients.

Next month’s episode will include the panel testing the product and giving some constructive critiques and feedback.

 

Watch AdviserVoice/Zurich FinTech Lab – Episode 2, Adviser Intelligence here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 3, Suitebox here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 4, Suitebox here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 5, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 6, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 7, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 8, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 9, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 10, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 11, ‘Charlie’ from Oi Software here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 12, ‘Charlie’ from Oi Software here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 13, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 14, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 15, Ignition Wealth here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 16, Ignition Wealth here.

 

You must be logged in to post or view comments.