Midwinter paves a digital training path

Midwinter

image
image
expand image

The days of written manuals and face-to-face training could be at an end, after Midwinter today announced the launch of ‘The Midwinter Academy,' a training portal that allows advisers to undertake customised, solution-specific training on any device.

The Midwinter Academy was the next paver in the digital pathway for the company, which was aiming digitally transform the financial planning space.

Chief of technology and executive director, Andrew McClelland, said the Academy had been developed out of observation of user habits.

"We have noticed a rapid increase in demand for our users to undertake training and support digitally, rather than through traditional methods," he said.

"We have developed a state of the art one stop training shop where users are able to log in to one intuitive, simple and easy to navigate portal."

McClelland said his organisation was working to bridge the gap that licensees and large practices faced of retraining staff when upgrading to new software.

"One of the biggest hurdles they face during the transition period is training their staff on the new solution," he said.

"The Midwinter Academy was created as a result of identifying this issue, ensuring that software training undertaken during a transition is done with minimal disturbance to advice businesses."

Users would have access to a range of courses on product analysis, client engagement, datafeeds and reviews and licensee management, in addition to insurance advice, webinars, video tutorials and paperless training manuals.

"With the introduction of FOFA, advisers have... a formal obligation to act in their client's best interest; the importance of strategy and scenario modelling has now taken centre stage," McClelland said.

"With increased complexity of strategies, advisers are turning to their software providers for assistance."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

1 day 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 6 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

19 hours 25 minutes ago

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

2 days ago