Digital solutions have been embraced by industries worldwide including the financial advice industry.
Wealthpoint Nelson have grown their revenue and improved their client experience with their KiwiSaver tool from OMNIMax.
Watch the panel discussion on ‘Unlocking consumer demand through growth and transformation’, featuring Jonathan.
Client reviews are often pushed to the backburner. Are you disadvantaging your business by not doing them?
OMNIMax’s Jonathan Taylor and Pauline Davis, Head of Technology for BNZ Wealth, have a conversation about OMNIEngage.
Amicus had identified that they had a large client base in the KiwiSaver space and faced the growing challenge of how to engage all these clients.
“I can’t understand why technology isn’t more widely used by advisers, it’s all manual Word docs and spreadsheets. Every place I go, I try to have OMNIMax implemented.”
“We feel there’s a need to lean on tech processes to grow”. Coupled with the suggestion that there is more admin than ever, there is a need to find faster ways to manage the investment process.
“Embracing digital within your business can boost your profits by improving efficiency and leaving more time to both spend with clients and gain new ones”, says OMNIMax’s director, Jonathan Taylor.
A picture paints a thousand words. We all know the saying and its meaning, and so that begs the question why don’t we use this to our advantage?
As the KiwiSaver market increases advisers are searching for quicker, simpler, and more efficient ways of giving advice to adapt to this customer base.
When an out-of-the-box solution does not suit OMNIMax develops a bespoke solution to match a client’s workflow and vision.
Building an adviser platform can be like building a home. You can begin from scratch, or choose a ‘standard plan’ or a template that you can adjust to suit your needs.
Jonathan Taylor, our Managing Director, answers your questions about going digital with your advice process.
Isbister Partners online Kiwisaver tool is designed to help you work out where you are at, find the appropriate scheme and play with the contributions you want to make.
Compound Wealth uses an OMNIEngage calculator to get their customers interacting online. Their retirement calculator allows a more in-depth look at and modelling of your retirement scenarios.
Will you have enough money when you retire? Lifestages use OMNICalc to engage their website visitors and make sure they are informed.
The KiwiSaver Navigator tool was built by OMNIMax to help BNZ customers see what a difference small changes to their KiwiSaver could make.
FoxPlan uses OMNICalc to engage its website visitors and generate leads. We’ve just launched two updates for FoxPlan including a FMA compliant KiwiSaver calculator and their upgraded ‘investment slider’.
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Looking for a no-obligation demonstration or just have a question? Get in touch with our team today.