Slides Framework

Software As A Service

Our platforms and rich data sets are highly configurable to produce internal dashboards and surveillance portals for licensees, or designed as a value-added white-label service for financial and non-financial institutions to help customers with their personal finances, whether those customers are employees, members, policy holders, investors or clients of some description.

  • White Label

    • Adviser Ratings can white label its “Find an Adviser” product to third parties on a ring-fenced basis.
    • Parties may include super funds, life insurers or fund managers seeking to direct consumer enquiries to an adviser that covers their product.
    • Provision of advice services has become one of the leading customer acquisition and retention strategies for financial services institutions.
    • Improving financial well-being is also emerging as the latest employee engagement strategy by corporates, complementing established health and fitness programs.
    • The product provides the ability for financial and non-financial organisations to strengthen their brand and deepen their online engagement with customers.
    • Purchases of the service may also expose their users to Adviser Ratings’ rich source of topical content and “ask an adviser” services.
  • White Label
  • Licensee Compliance Manager

    • Provides a birds-eye, real-time view of the licensee’s financial adviser and practice network and the online response from their customers.
    • This portal provides the opportunity to identify potential business risks, spot unmet customer needs, monitor new business leads, and benchmark performance across advisers and practices.
    • Licensees can contact advisers, receive reports on network activity, and benchmark against competitors.
    • The solution is delivered as a fully hosted SAAS solution or data stream through API into the licensee’s business intelligence platform, with annual license fees.
    • This service offers Adviser Ratings further strategic value. To get the greatest ROI, it is in the licensee’s best interests to ensure advisers claim and complete their profiles, then invite customer reviews. In the short term this provides benefits to the licensee management, and in the long term it continues to expand adviser engagement and information captured on for the benefit of all consumers.
  • Licensee Compliance Manager

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