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.

Michael Topper

Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch AdviceInnovation – an online hub providing innovative solutions for Australian financial planning businesses.

Mr Topper said the members of AdviceInnovation are some of the very best in their field. “We have hand-picked partners to be part of AdviceInnovation,” he said. “They have innovative ideas that have been commercialised and proven.”

When first involved in co-founding, developing and launching AstuteWheel, a successful innovative client engagement system for financial advisers, Mr Topper said he soon realised that although it might be a brilliant product, if the target audience couldn’t easily find out about it, then it was difficult to help them improve their businesses.

“Advisers were contacting us as a result of word-of-mouth referrals but wished they knew about us sooner,” he said. “That got me thinking – why don’t I find other great innovators for advisers and build an innovators hub on the net?”

The result is www.AdviceInnovation.com.au, which is designed to help advice businesses locate innovators who have developed practical applications and services advisers can use in their businesses to add value for their clients and/or make their businesses run more efficiently and profitably.

“Often innovative products and services are well-kept secrets and until now there hasn’t been a central source or directory for advisers to gain access to them,” Mr Topper said. “Often this can be attributed to a few factors including a lack of marketing funds, lack of expertise in promoting the applications, or lack of distribution.”

AdviceInnovation will promote the members’ applications and services via a database of advisers, direct marketing communications, public relations and regular ‘innovation think tanks’.

The post Innovators band together to provide cutting edge solutions for advisers appeared first on AdviserVoice.