Ignition Wealth free webinar – reflecting on 2017 and a sneak peak at 2018

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Ignition Wealth’s half-hour long webinar will look back on 2017 and look forward to what challenges 2018 will bring.

2017 was a year of regulatory surveillance, client experience changes and other industry regulations. Accountants, financial advisers and industry superfunds faced new challenges, with numerous others due in 2018.

Ignition Wealth is producing a live webinar this month, presented by Ignition Wealth’s Head of Sales and Marketing, Richard Liverpool and Implementation Lead, Donna Nicklin. The half-hour long webinar will look back on 2017 and look forward to what challenges 2018 will bring.

This year, advisers encountered strict licensing regulations, while industry superfunds increased their focus on member engagement. They began providing tools and resources to inform their members and encourage them to engage more closely with their superannuation.

2018 will bring more changes, and many things will be looking to the future in the world of digital advice. Technology will continue to evolve, meaning more intuitive client centric platforms in the coming year. Younger generations will have access to more cost-effective and convenient technology choices. They will be able to receive advice through a self-service process. People are looking to easily connect directly with companies, making chatbots and messaging technology increasingly popular.

The industry moved their Self-Managed Super Fund (SMSF) clients to a cloud service this year, which is continuing in 2018. Financial advisers are facing LIF changes, which come into force on January 1, 2018.

Ignition Wealth in 2017 has been working hard to create and provide digital solutions which align with the progression of the industry, in order to enhance the client experience. They launched the SMSF Appropriateness Journey, which helps accountants to close the gap between them and their clients. Through it, you could provide your clients with an online SMSF advice tool.

Also this year, Ignition Wealth launched their Ignition Next and Xplan consulting service. The more effective and intuitive system assists advisers to improve both advice and client management processes.

Ignition Wealth will be continuing to develop and improve their digital advice solutions in 2018. They will be beginning their series of educational webinars for both accountants and financial advisers. They are collecting feedback from industry professionals to ensure they evolve with what clients and customers want.

This webinar will be live on December 19 from 1pm, discussing the industry and Ignition Wealth in 2017 and 2018.

Register for the webinar.

 

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