Digital Advice Strategy

Service

For advisers keen to invest in advice automation, we can extend to you the lessons of years of investment and research into the field. The challenge is not to merely digitize your current process, but to crush complexity so clients using small screens stay engaged long enough to seek your advice.

 

Process

Through the development of an actionable plan for changing your business step-by-step, we can help to update process relating to online presence, advertising, email marketing, marketing automation, data collection, advice model development, calculators, statement of advice writing tools and resources.

 

Challenges

Chatswood is equipped to assist your business adapt to a market that places value on both advice and the digitalization of services. Through our digital advice development service, we help you identify digital advice opportunities, meaning that you remain in business for years to come.

 

Ideal User

An adviser business that  is currently operating some or all aspects of their business in a non-automated way, but who is searching for a way to support advisers with better tools, or move to full digital advice (either through seeking an exemption in the current regime, or as part of a future license application) would benefit most from this service.

Similarly, a business looking to expand its reach or looking to strengthen its online presence would benefit most.

 

Benefits

Through the development of your company’s online presence, your adviser business will be able to utilize different channels and increase its reach. The utilization of online platforms ensures that you have the opportunity to target and appeal to different demographic groups. The process of full or partial digitalization ensures business longevity.

 

When Digital Advice Strategy Is Necessary

1. Enhancing online presence
2. Improving advice processes – either enhancing digital support for advisers, or in seeking to offer true digital advice
3. Increasing reach

 

Next Steps

To learn more about our annual review process service and pricing contact Russell Russell.Hutchinson@chatswood.co.nz or Jerusalem Jerusalem.Hibru@chatswood.co.nz or call us on 09 480 9535