Clicky

Virtual advice to help regional planners

Midwinter Financial Services has integrated with virtual meeting tool, SuiteBox, enabling remote meetings between planners and clients.

The online meeting channel aims to push financial planning technology by providing more efficient ways to deliver advice for the planner, and to help seek advice for the client.

Midwinter managing director, Julian Plummer, said the integration came off the back of advisers inquiring about the ability to carry out remote meetings.

Related News:

"In particular, the ability to carry out virtual advice has been eagerly anticipated by financial planners in regional areas, who often find it difficult to have regular face-to-face meetings with their clients," Plummer said.

"Using SuiteBox, an adviser can meet with a client located anywhere in the world. They can share and review documents, sign online and record the meeting using any web-enabled device."

SuiteBox country head, Ian Dunbar, said virtual advice was a game changer for financial advisers.

"…offering the opportunity for them to expand their geographic reach, service clients more efficiency, grow their business, and deliver advice to more Australians," Dunbar said.

 

 




Related Content

Revenue at all costs undermines financial planning

One of the reasons why financial planners have found themselves in trouble is that for too of they found themselves under pressure to generate revenue...Read more

Did the RC miss the mark?

More research has emerged confirming financial planners and mortgage brokers rather than the major banks and product manufacturers have emerged worse ...Read more

AdviserLogic launches compliance tool

Given adviser compliance was put under the spotlight in 2018, it’s no surprise fintechs are joining the RegTech space, with AdviserLogic launchi...Read more

Comments

Add new comment