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

In this episode, which follows on from last month’s pitch by Mark Fordree, from Ignition Wealth, our panel give Mark some real world critiques and feedback.

Ignition Wealth brings the power and simplicity of low cost, high-tech digital financial advice service to financial professionals and their clients.

The pitch is followed by questions from our panel about the software’s application in a real financial planning practice.

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 16, Ignition Wealth appeared first on AdviserVoice.

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 by Mark Fordree, from Ignition Wealth. Ignition Wealth brings the power and simplicity of low cost, high-tech digital financial advice service to financial professionals and their clients.

The pitch is followed by questions from our panel about the software’s application in a real financial planning practice.

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

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 16, Ignition Wealth here.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 15, Ignition Wealth appeared first on AdviserVoice.

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

In this episode, which follows on from last month’s pitch by Mark Fabris, from Zurich Financial Services featuring “Zlife”, our panel give Mark some real world critiques and feedback.

“Zlife” is Zurich’s new adviser portal, helping advisers to build efficiency into their practice. ZLife is a client-centric portal, which is 100% mobile-friendly and makes it easy to track clients’ insurance applications, renewals and coverage status whether you are on your desktop or on your mobile.

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 15, Ignition Wealth here.

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

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 14, ‘Zlife’ from Zurich Financial Services appeared first on AdviserVoice.

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 by Mark Fabris, from Zurich Financial Services featuring “Zlife”, their new adviser portal, helping advisers to build efficiency into their practice. ZLife is a client-centric portal, which is 100% mobile-friendly and makes it easy to track clients’ insurance applications, renewals and coverage status whether you are on your desktop or on your mobile.

The pitch is followed by questions from our panel about the software’s application in a real financial planning practice.

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

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 13, ‘Zlife’ from Zurich Financial Services appeared first on AdviserVoice.

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

In this episode, which follows on from last month’s pitch by James Lewis, from Oi Software featuring “Charlie”, our panel give James some real world critiques and feedback.

Charlie ia an easy-to-search single source of truth for communications across your entire organisation. Charlie makes managing your communications quicker and easier and removes the risk of privacy breaches, compliance issues and missed communication.

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 12, ‘Charlie’ from Oi Software appeared first on AdviserVoice.

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 by James Lewis, from Oi Software featuring “Charlie”, an easy-to-search single source of truth for communications across your entire organisation. Charlie makes managing your communications quicker and easier and removes the risk of privacy breaches, compliance issues and missed communication.

The pitch is followed by questions from our panel about the software’s application in a real financial planning practice.

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

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 11, ‘Charlie’ from Oi Software appeared first on AdviserVoice.

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

In this episode, which follows on from last month’s pitch by Assyat David, from Aged Care Steps featuring the Aged Care Advice Generator software, our panel give Assyat some real world critiques and feedback.

Aged Care Steps helps enable professionals to participate in the growth market arising from the increasing dominance of the over 85 year olds and the heightened implications for aged care.

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 10, Aged Care Steps appeared first on AdviserVoice.

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 by Assyat David, from Aged Care Steps featuring the Aged Care Advice Generator software, followed by questions from our panel about the software’s application in a real financial planning practice.

Aged Care Steps helps enable professionals to participate in the growth market arising from the increasing dominance of the over 85 year olds and the heightened implications for aged care.

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

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 9, Aged Care Steps appeared first on AdviserVoice.

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

In this episode, which follows on from last month’s pitch by Nick Boudrie, from LABform, our panel give Nick some real world critiques and feedback.

LABform is an online service that helps businesses streamline all aspects of customer acquisition, from expression of interest to account opening through a simple three-step process. LABform assists with acquiring new business and performing identity verification, it can also help you manage your clients and administer applications. Additionally, you will be able to follow up leads, manage work flows and monitor the progress of applications from beginning to end.

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 8, LABform appeared first on AdviserVoice.

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 by Nick Boudrie, from LABform, followed by questions from our panel about the product’s application in a real financial planning practice.

LABform is an online service that helps businesses streamline all aspects of customer acquisition, from expression of interest to account opening through a simple three-step process. LABform assists with acquiring new business and performing identity verification, it can also help you manage your clients and administer applications. Additionally, you will be able to follow up leads, manage work flows and monitor the progress of applications from beginning to end.

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

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

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 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.

The post Video: AdviserVoice/Zurich FinTech Lab – Episode 7, LABform appeared first on AdviserVoice.