FutureWise offers a sound platform
New independent research shows that advisers using Macquarie Life’s online platform and product Futurewise are able to see 20 per cent more clients on average.
Head of Macquarie Life Justin Delaney said the research, conducted late last year, also showed that advisers have been able to “increase their revenue”.
Launched in March 2007, FutureWise was the first online insurance platform in Australia with an intuitive application form, complete with online underwriting, according to Delaney.
Meanwhile, the company has appointed Gavin Glozier as a business development manager, providing training on FutureWise to independent advisers in NSW and ACT.
AUTHOR
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
