Client relationships
ClientConnection uses technology to help start meaningful client conversations and give advisers the context, tools and control to continue those relationships.
The client has already supplied meaningful information and received something useful before the adviser makes contact.
You are not simply receiving a name and phone number.
You are stepping into a conversation that has already started.
More than a name and number. A conversation already started.
ClientConnection helps advisers start further down the client journey.
Rather than simply receiving a name and phone number, you receive a client conversation already underway.
The client has supplied meaningful information, received an indicative review and begun engaging with their situation.
You choose the opportunities that suit your business, then receive the context, tools and information you need to continue the relationship and help the client take their next step.
Advisers set their current preferences, including regions, lending values, customer types and other supported criteria.
ClientConnection shows which available conversations match those preferences and explains why.
The adviser receives more than contact information.
They can see relevant information about the client's position, indicative review, timing and opportunity.
After securing the opportunity, the adviser receives the customer context and the report the client has already seen.
The client has already engaged before the adviser makes contact.
The adviser can therefore start the first conversation with something meaningful rather than asking the client to begin again.
ClientConnection is designed around giving the client a useful starting point.
The initial information and modelling is indicative only and is not financial advice.
It helps the client understand why a conversation may be worthwhile.
The adviser then completes the professional advice process, verifies the client's circumstances and determines what is appropriate.
A clearer start for the client. A better first conversation for the adviser.
Customer information and adviser introductions are handled through a controlled and auditable process designed to support Privacy Act 2020 obligations.
The client knows who has been assigned to assist them.
The adviser receives the information needed to continue the conversation.
See what the client has already received, then see the information and context the adviser receives to continue the conversation.
Both examples use the same fictional customer scenario, with the same reconciled figures.
Grouped by what you are doing: choosing conversations, understanding them, securing them, and continuing the client relationship.
Select the conversations that suit your business.
Start with meaningful client context.
Choose the opportunity you want to work with.
See what the client has already seen and continue from there.
Use calculators, decision tools and structured information to help the client.
Strengthen your adviser profile and client relationships over time.
ClientConnection
More than a name and number. ClientConnection uses technology to help start meaningful client conversations and give advisers the context and tools to continue the relationship.
