Digital Fact Finds: Getting the KiwiSaver Info You Need

Few things are more frustrating for financial advisers than time-consuming processes and paperwork. To deliver KiwiSaver advice, it is essential to get the right information from clients, but traditional fact find methods often slow things down, create unnecessary admin, and impact the client experience. 

That's where digital fact finds come in. Using digital tools, advisers can streamline how they collect and manage client information.  

The Problem with Paper Fact Finds 

Traditional fact finds, whether on paper or manual spreadsheets, have been a part of delivering advice for a long time. But for KiwiSaver advice, these have some disadvantages: 

• Repetitive: clients often need to fill in the same details on different forms. 

• Error-prone: missed fields, hard-to-read handwriting, and outdated information make record-keeping risky. 

• Poor client experience: clients expect seamless, online experiences, not printing and scanning forms. 

• Compliance gaps: manually collected data makes it harder to demonstrate that the advice was based on a proper understanding of the client's circumstances. 

These inefficiencies cost financial advisers time and can impact their ability to deliver a consistent client experience. 

What Is a Digital Fact Find? 

A digital fact find collects client information through a secure, online questionnaire. Instead of filling out paper forms, clients are guided through a series of questions which ask them for the information that is needed to provide personalised KiwiSaver advice. This is more convenient for both clients and advisers, as clients can provide information at any time, without needing to wait for an in-person meeting. 

But for those clients who would prefer an in-person meeting, a digital fact find should also be flexible enough that an adviser can complete it during a meeting with their client. 

How OMNIMax Simplifies KiwiSaver Fact Finding 

We've built two KiwiSaver fact finds, designed specifically for advisers.  

KiwiSaver Adviser Tool includes a fact find that is emailed to a client as part of the process of creating a Statement of Advice. The information this fact find gathers flows into the Statement of Advice for advisers to then use to recommend suitable KiwiSaver funds for the client. There is also flexibility within KiwiSaver Adviser Tool to allow an adviser to complete the fact find during a client meeting, if they prefer. 

Request a demo of KiwiSaver Adviser Tool. 

We also offer an Online Fact Find. This fact find sits on an adviser's website and can be completed at any time. This enables people who are not yet clients to complete a fact find, and it sends their information directly to the adviser. If the adviser also uses KiwiSaver Adviser Tool, the information collected will flow through into the Statement of Advice as well.  

Try the demo version of our KiwiSaver Online Fact Find. 

How Our Fact Finds Make Gathering Information Easier 

Built for KiwiSaver 

Both of our fact finds include fields and behind-the-scenes algorithms tailored to assist with giving great KiwiSaver advice.  

Integrated Risk Profile Assessment 

For KiwiSaver advice, understanding a client's risk profile is essential. Our fact finds include risk tolerance questionnaires to gather the information needed to establish a risk profile.  

Pre-filled Data  

If you are using KiwiSaver Adviser Tool and a client has engaged with you before, our system can pre-fill known information, saving them time and reducing errors.  

Secure Client Login 

For KiwiSaver Adviser Tool, clients are emailed a branded link. Whether they are at home, out of the office, on desktop or on mobile, they will be able to complete the fact find at their own pace. 

Ready to Ditch the Paper? 

Paper fact finds aren't just old-fashioned; they slow you down. A digital process saves you time, gives clients a smoother experience, and makes compliance less stressful.  

It's a small change that can make a big difference in how you deliver advice. 

Get in touch with our team if you're ready to make the change.