Mobile financial advice solution to improve dealer group and client relationships
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group business-to-business and client relationships.
The Australian Financial Services Group's Smartphone solution 'Mi AFS' provides an information service between the dealer group and the financial adviser, delivering resources to increase client communication interaction, AFS stated.
The business-to-client version of the solution, 'Mi Adviser', provides financial advisers with access to client portfolios and balances in real time, allowing advisers to deliver video push messages to clients, and social media integrations.
Commenting on the solutions, AFS Group chief executive and managing director Peter Daly said the mobile services were developed as an end-to-end integrated communication and information platform and has responded to both changing consumer behaviour and Future of Financial Advice requirements.
"At each briefing, our financial advisers confirmed they were keen to ring in the changes and the benefits to their practices and clients," he said.
"By applying the very latest leading edge technology, AFS Group has delivered an exclusive benefit to the dealer group's financial advisers that leverages the diverse volumes of financial information and makes this content readily available and accessible," Daly said.
The new technology is currently being rolled out across each state during the AFS Group start of year professional development days, with Mi AFS to go live next week at the conclusion of the final professional development day event in Sydney.
Mi Adviser will go live in May.
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