AdviceConnect is an web-based financial advice platform that provides consumers with self-

assessment tools and online services from sales and advice teams over the phone and web

Advice

Connecthttp://www.

Phone

Web Online Advice Team

Increasing conversion and lowering servicing costs!

Consumers and regulators are pushing for lower cost advice options

Homework, Research

Self Assessment Tools

Online Advice Services

Phone Based Advice Services

Face-to-Face

Increasing

product

complexity

Increasing levels of advice complexity

Decision

Increasing level of client engagement required

Decision

Decision

Decision

*

*

* Advice Service Centre

required

Advice facilitates product decisions, but

regulatory requirements make it hard

Decision

Consumers need financial advice to help with buying decisions

• We know financial advice ‘facilitates’ product sales

• But, face-to-face advice is expensive leaving 85% of the market unadvised

• And, regulatory compliance is expensive

15%

85%

Advised Unadvised

Embed our ‘active’ financial

calculators and advice tools into your web sites

Increase online sales through adviceand lower the cost of ongoing servicing...

Start offering advice services online and

over the phone to engage customers

How it works

Our components can be

configured and styled to fit into

any corporate site