So you can give your customers complete choice over the level of support they need when purchasing financial products.
From a single software engine, you can offer customers a choice between:
And between all these options, your customers are guaranteed a seamless handover. We can integrate our digital services into your existing processes, or help you deliver all three routes. Your customers then get consistency across the entire guidance or advice journey.
We can provide compliant, fully automated online advice and guidance for:
At-retirement advice is in development, due for launch in March 2019.
This large high-street financial institution needed to streamline its financial planning advice.
The existing process was long and manual: staff handed out leaflets to customers, who faced a drawn-out process to get advice. It was stifling efforts to improve customer experience and limited how many people could access advice services.
Our client knew it needed a more efficient process to meet the growing demand for accessible and personalised advice.
We used our Advice and Guidance Platform to create automated processes. This provides our client's customers with:
One Financial Adviser spotted a gap in the market for affordable, automated advice. The combination of the ‘advice gap’, the introduction of pension freedoms, and the establishment of the FCA Sandbox has created a unique opportunity.
Over 9 million people are newly saving into workplace pension schemes, with the industry worth over £2 trillion, and they need access to advice on potentially life-changing decisions. One Financial Adviser's challenge was to create a low-cost, affordable automated process that delivered fully compliant advice.
EValue created a platform and tested it in the FCA Sandbox. The innovative algorithm-driven advice was consumer-tested in the Sandbox for pre-retirement.
It looked at the advice process around accumulating for retirement, considering factors such as age and target retirement income to advise on how much an individual needs to contribute. Thanks to this, One Financial Adviser can provide independent and transparent advice to customers.
At-retirement advice is now in development, where people can get advice on what to do with their pension pot at the point of retirement.
One Financial Adviser can now offer fully automated advice that's compliant, at a low cost. The turnkey solution offers benefits such as:
Reduce the cost and time it takes to help more people
Extend your market reach with flexible and future-proof processes
Meet the rising need for low-cost, easily accessible advice with great customer experience
Give your customers complete choice over the support they want when making financial decisions
Ensure your customers can move between advice and guidance channels seamlessly and problem-free
Seize the opportunity in the market caused by the advice gap