Engage Tools
Engage your website visitors, generate leads, or show the value of your advice with our interactive tools
Select from two types of interactive tools – those that are embedded into a website or those for Advisers to use during client meetings.
“The purpose of the KiwiSaver Navigator tool was to give our staff the confidence to have a discussion that provides the customer with all the necessary information to make decisions. We’ve introduced this with the primary goal of improving customer outcomes!”
Peter Forster – General Manager – Wealth, BNZ
The Engage Range
Our Engage tools are customized with your branding and colours to integrate seamlessly with your website and other marketing material.
Our Engage Tools range includes:
Website Tools
- Risk Profile
- Online Fact Find
- KiwiSaver
- Investment
- Mortgage
- Insurance
Adviser Tools
- KiwiSaver
- Investment
