The Future Of Advice Is Now..
In the rapidly changing landscape of the financial advice industry, it is becoming increasingly evident that consumers want to start with engagement, information, to build trust before they engage with “advice”.
Scientiam recognises that the future of advice firms lies in embracing this client-focused approach and leveraging innovative technology to transform the way clients engage with financial advice.
What are the benefits?
What are the benefits?
For clients and for firms we illustrate:
Benefit to the customer, benefit to the firm and
the features that enable it.
Stage 1: Top of Funnel - Self-Serve for New Low-Value Clients:
Curation:
- Enable personalised experiences by creating client cohorts and groups.
- Curate relevant articles and newsfeed content based on the interests and needs of each client cohort.
- Foster engagement and interaction among clients within their respective cohorts.
Courses:
- Provide a library of self-paced courses covering a wide range of financial topics.
- Offer a structured learning path for new clients to enhance their financial knowledge.
- Allow clients to track their progress and revisit completed modules at any time
Investment and Superannuation Accounts
- Clients can open investment and superannuation accounts direct on the platform with access to world leading investment managers.
Content Creation:
- Enable easy creation and sharing of content by admins and experts.
- Empower admins and experts to create engaging and informative content such as articles, blog posts, and videos.
- Promote thought leadership and expertise within the financial advice industry.
Badges – Gamify Learning
- Gamify the learning experience by awarding digital badges to customers for completing courses or achieving milestones.
- Recognise and showcase customer achievements on their profiles.
- Increase client motivation, engagement, and a sense of accomplishment.
The Benefit to the Client:
Clients can self-serve while also having the option for personal interactions with advisors. The platform’s capabilities enable seamless scheduling and payment for live meetings, facilitate digital client onboarding, and provide a smooth user interface for effective communication. Additionally, the live class tool, forms, and content sharing features enhance client management, engagement, and collaboration.
The Benefit to the Firm:
These features enable scalable and efficient client interactions, personalised support, and the opportunity to offer pay-as-you-go advice. It empowers advisors to conduct digital meetings, hold seminars, and effectively manage client relationships. The result is a more personalised and interactive experience for customers, leading to increased satisfaction and loyalty.
Stage 2: Middle of Funnel - Hybrid: Self-Serve with Personal Interactions:
The Benefit to the Customer:
Create an engaging self-serve learning environment where new or low-value clients can access personalised content, participate in self-paced courses, and earn badges as they progress. It creates a dynamic and engaging experience for clients, fostering knowledge acquisition and empowering them to take control of their financial journey.
The Benefit to the Firm:
These features allow for efficient content curation, course creation, and gamification, enabling scalable and cost-effective client engagement. By offering personalised experiences, empowering clients through self-serve learning, and gamifying the learning process, firms can attract and retain a larger base of low-value clients, setting the stage for further engagement and progression through the client funnel.
Live Meetings Scheduling and Payment:
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Enable clients to schedule live meetings with advisors or experts directly through the platform.
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Provide a seamless and intuitive interface for clients to book and pay for live meetings on a pay-as-you-go basis.
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Facilitate real-time communication and collaboration between clients and advisors during the live meetings.
Digital Meetings and Client Onboarding:
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Offer a smooth user interface and user experience for digital meetings between clients and advisors. Conduct client onboarding and initial consultations through digital meetings, eliminating the need for in-person visits.
Provide a secure and efficient environment for confidential discussions and document sharing during digital meetings.
Messenger Tool and Communication:
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Enable real-time communication between customers and advisors through a messenger tool within the platform.
Foster seamless and convenient interaction for inquiries, clarifications, and ongoing support.
Facilitate quick and efficient resolution of client queries and concerns
Live Class Tool for Seminars:
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Conduct interactive seminars and group sessions with the live class tool.
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Engage a larger audience of clients simultaneously, providing valuable educational content and insights.
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Foster a sense of community and shared learning among customers.
Forms for Client Management and SOA generation:
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Utilise forms functionality to streamline client management processes.
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Collect and manage client information, preferences, and feedback through customisable forms.
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Enhance data collection efficiency and provide a structured approach to client engagement.
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Where applicable, can be linked to outsourced Paraplanning solution
Content Sharing and Media Library:
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Share client reports, documents, and multimedia content securely through the platform’s content-sharing feature.
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Leverage the media library to organise and access relevant resources for efficient client communication.
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Provide a centralised hub for advisors and clients to access and collaborate on shared materials.
Stage 3: Bottom of Funnel - Full Advice: Portfolio and Relationship Focus:
Global Client Management:
- Scientiam allows advisors to effectively manage clients from anywhere in the world, providing flexibility and expanding their reach.
- Enable seamless collaboration and communication between advisors and clients across different geographic locations.
- Overcome geographical barriers and facilitate a global advisory practice.
Advanced Analytics and Reporting:
- Provide advanced analytics and reporting capabilities to track and analyze client portfolios and performance.
- Generate comprehensive reports on investment strategies, risk profiles, and financial goals.
- Deliver valuable insights to clients, helping them make informed decisions and optimize their portfolios.
The Benefit to the Client:
By stage 3 the client is digitally connected to the firm.
The Benefit to the Firm:
These features allow for efficient content curation, course creation, and gamification, enabling scalable and cost-effective client engagement. By offering personalised experiences, empowering clients through self-serve learning, and gamifying the learning process, firms can attract and retain a larger base of low-value clients, setting the stage for further engagement and progression through the customer funnel.
Wait there’s more...
The Scientiam platform offers a game-changing solution for advice firms seeking to transform the way they deliver financial advice. With its unique features and capabilities, Scientiam empowers firms to create a client-centric approach and unlock new opportunities for growth and success. Here are the key takeaways:
SEAMLESS INTEGRATION WITH EXISTING ECOSYSTEM
USER-FRIENDLY AND ENGAGING UX
SCALABLE PRICING MODEL FOR FIRMS OF ALL SIZES
Banks and Super Funds
Employer Groups
Accountants
Individual Investors
Scientiam‘s mission is to make financial advice accessible for all Australians
What is Scientiam?
What is Scientiam?
What is Scientiam?
What is Scientiam?
What is Scientiam?
What is Scientiam?
What is Scientiam?
What is Scientiam?
