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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