Insignia partners with data fintech
Insignia Financial has announced a partnership with fintech Personetics to deepen personalisation, tailor information and create new user experiences for consumers who do not receive advice.
The firm said its ambition was to provide financial wellbeing for all Australians, including by giving them the skills and knowledge to make informed and effective decisions concerning their financial resources to reach their goals.
Renato Mota, chief executive of Insignia, said: “Consumer financial wellbeing is dependent on a continuum of support – from a basic household budget to comprehensive financial advice. We see a tremendous opportunity to improve the lives of Australians by making help, guidance and advice more accessible and affordable. There is a clear need for bold thinking and more innovative solutions to complement traditional advice models.
“Our ClientFirst approach is the perspective of our business by the client from the outside-in. ClientFirst has enabled us to unearth the universal need of the client: ‘understand me, look after me, secure my future’.”
David Sosna, CEO and co-founder of Personetics said, “As a global leader in financial data-driven personalisation for financial services, Personetics is excited to partner with forward-thinking organisations like Insignia Financial to provide important personalised insights.
“Working together, we are creating a future where clients have better visibility of their finances and receive personalised support and guidance in everyday life to achieve their financial goals and enjoy a sense of financial wellbeing throughout life – not just at retirement.”
AUTHOR
Laura Dew
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
