It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business.
The insurance calculator has been an excellent tool working with clients - a huge improvement on the ‘back of the envelope’ calculation the client had experienced with a previous adviser.
Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.
I found the Risk Calculator to be highly intuitive and the client will ultimately end up with more significant cover by moving through this
I received responses from 30 prospective new clients. Of the 26 that I met with I would estimate that for at least 10 - 15 there is further work.
I met with a local solicitor for the first time and I took her through the Astute Client Engagement platform to show her our methodology when meeting a new client. She confirmed she would be referring every client to me.
There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to clients lives by taking on a combination of strategies simultaneously.
A client review process that your clients understand and value. Read More
An audit trail to show that your clients best interest is at the heart of everything you do. Read More
A diagnosis tool that allow your client’s to determine what advice they require