Mark McNeany, Vertex Group
Director, Vertex Group, Malvern, Victoria
AstuteWheel has helped my business by making it easy for our clients to engage us. Astute provides a process that is driven by technology and real client/adviser experience.
Gathering client’s goals, objectives, data and how they feel about their financial health can all be gathered using online forms. Our clients are now providing all the information we need prior to our meetings in an environment that they chose and at a time that suits them.
Since we embedded AstuteWheel into our practice the take up of our review offers has grown and the value we are adding through being able to efficiently model a range of advice strategies on the spot has definitely strengthened our client relationships and delivers a much more impressive new client experience.