Provisio moves to boost engagement between advisers and clients
Adviser software specialist company Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients.
According to Provisio chief executive Cameron O'Sullivan, development of the new tools has been based on research suggesting clients crave more contact and attention from their advisers and that advice software can help achieve this outcome.
"Advice software can be a valuable client engagement tool, not just a back-office modeling and SOA generation tool," he said.
"Used properly, the software can bring the client along with you and help them better monitor and appreciate their financial strategies."
According to the Provisio announcement, the company's new offering has introduced the capacity for advisers to produce strategy papers, such as summary documents and review documents, along with the launch of online web and tablet advice tools embedded in an adviser's existing website, to provide education, engagement and generate referrals for advisers to follow up an online enquiry from a client.
It said the referral forwards a client's details and initial calculations to an adviser who then followed up by email or phone and arranged a meeting.
"Many advice clients like to work this way and do their own research before making an appointment," O'Sullivan said.
"Advisers like it because they know a potential client is genuinely interested. This just makes the whole process much easier."
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