Michael Topper

AdviceInnovation, the online hub providing innovative solutions for Australian financial advice businesses, has welcomed Advice Connect, creators of the advice client communication App, Client Wire, to the group.

Advice Connect CEO, Mike Giles, says Client Wire gives advisers the ability to engage clients via their own branded mobile App. “Client Wire facilitates secure, private messaging between the adviser’s team and clients, enabling them to easily and securely share documents. This means both the adviser and client will always be able to instantly view a full history of documents from any device.”

Mr Giles says the App also enables advisers to deliver a news-feed of relevant articles gathered from around the web. “Providing clients with educational material can be a really useful way to maintain long-standing relationships, especially when delivered in a way which is easy for them to access – i.e. on their smart phones,” he says. “We expect this function of the App to challenge traditional email and newsletter campaigns head-on because it is quick, easy and inexpensive.”

Client Wire starts at $50 per month and includes a branded mobile, tablet and web App; a news feed, client and team messaging service, email newsletters, and document sharing ability.

Mr Giles says in a fee-for-service world, the App allows advisers to demonstrate real value to clients. “Mobile technology is the next place for advisers to play if they want to take their web-based relationship maintenance to the next level.”

AdviceInnovation director Michael Topper says AdviceInnovation is excited to welcome Advice Connect to the hub. “We are seeing so many wonderful opportunities for advisers popping up, and we are lucky to be able to recommend and work with such reputable resources, like Client Wire. We are continually amazed at the new innovative solutions available for advisers, and can see the benefits of all working in a group to market these to advisers – they want to know about solutions like this.

AdviceInnovation ensures that some of the industry’s most innovative products and services will no longer be well-kept secrets and as the service grows the hub will become a central source for advisers to gain access to them all in one place.

Advice Connect joins other AdviceInnovation members AstuteWheel, 64 Media, Now Sorted!, Complete Client Connection, The Social Adviser and innergi.

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Michael Topper

Following its launch to market last month, AdviceInnovation, the online hub providing innovative solutions for Australian financial advice businesses, welcomes client education and communication solution, innergi, to the group.

Innergi has developed an online Financial Knowledge Centre which allows financial advisers to offer their clients access to branded educational content 24/7. Innergi also allows financial advisers to efficiently deliver branded communication, including regular newsletters, to their clients. Innergi’s platform includes modules, articles, videos, life events, calculators, downloads, quizzes, jargon busters and a regular competition.

Innergi’s Managing Director Robert Skinner says the Financial Knowledge Centre is robust, professional and fun, offering advice practices and clients access to over 800 pages of educational content. “Clients want access to information they trust where and when they want it,” he says. “It is more important than ever for advisers to be in regular contact with their clients and they should be able to do it cost effectively and ensure it looks great. Innergi’s online solutions expand the adviser’s reach in and out of office hours, making client communication and education more effective and more valuable.”

AdviceInnovation director Michael Topper says AdviceInnovation is delighted to welcome innergi into the hub. “There are many financial advice businesses already using innergi, and to date it has been growing from word of mouth referrals which is great. But, we know there are financial advisers out there looking for a solution like this, who just don’t know that it exists.”

AdviceInnovation ensures that some of the industry’s most innovative products and services will no longer be well-kept secrets and as the service grows the hub will become a central source for advisers to gain access to them all in one place.

Innergi joins other AdviceInnovation members AstuteWheel, 64 Media, Now Sorted!, Complete Client Connection, The Social Adviser, and PressDev.

The post Innergi joins AdviceInnovation hub appeared first on AdviserVoice.

CEO of Premium, Paul Harding-Davis said ‘We like to provide our practices with innovative and client focused resources. We found the Knowledge Centre is a great addition to our adviser’s websites and a tangible addition to the client service proposition’.

The dealer group liked the fact that each Knowledge Centre can be branded in line with the individual practices.

‘In the last couple of years there has been a much greater focus on what advisers are providing their clients online’ says Robert Skinner of innergi.

‘An adviser should be focussed on seeing and servicing clients , and not on creating a massive online resource’, added Skinner, who sold his planning practice four years ago to focus on innergi with his business partner Matt Linnert.

Skinner added ‘The Knowledge Centre does not replace a personal social media strategy. However, it can certainly enhance it. In saying that many of our clients are not heavily involved in social media’.

Innergi’s Knowledge Centre provides a wide base of engaging and educational content for the clients of the planner. As it is fully branded by the practice, it naturally forms part of an extension to an existing website.

Many studies have pointed to the importance of regular communication with clients – innergi’s platform generates a regular monthly newsletter, with new content added each month. Premium was attracted to the fact that the newsletters are dynamic and encourage clients to go on a self-discovery journey through to other segments of the resource – each visitor views 10 pages on average when they use the Knowledge Centre.

Skinner concludes ‘In this technology based environment, it is good to be in a position to help planners add to their client propositions and tools they provide to clients. I think it is good for a planner to provide a safe, branded educational platform to clients. It is an additional demonstration of the care for the client’s financial wellbeing.’

Innergi’s Financial Knowledge Centre includes modules, videos, articles, life event activities, calculators, quizzes, jargon busters, downloads and a regular competition. A recent enhancement for innergi’s platform has been the administration portal. The portal allows advisers to add, edit or delete content – giving advisers control of what is on their individual Knowledge Centre platform.

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