Expand your service offering with a scalable, always-on digital advice solution.
At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’ve developed software that suits the way you do business and simplifies how you deliver advice.
Offering self-guided options for low-touch interactions with escalation to a human for more complex requirements, Digital Advice provides a cost-effective platform to deliver a superior customer experience.
Create personalisation at scale
As the onramp to a full financial advice solution, Digital Advice caters to customers who are typically disengaged or out of reach. Using Digital Advice, you can guide these customers through a rules based, and simplified process delivered digitally and instantaneously from your own branded interface.
Reduce service delivery costs
Reduce the workload for your support team by offering self-service options through a convenient and easy to use digital portal.
Digital Advice allows you to easily scale your advice offering and grow your customer base without compromising on customer experience.
Ensure a consistent experience through every channel, every time
Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs to enable a true omnichannel advice solution.
So, whether your customers prefer to engage online, by phone or face-to-face, they can expect consistent advice and service levels at every touch point.
Create a True Omnichannel Advice Offering
Provide a true omnichannel advice experience through a self-directed digital advice platform that’s fully integrated with your backend advice systems.
Create a Multi-channel Advice Offering
Digital Advice provides a platform to offer self-directed digital advice as part of a multi-channel advice offering:
- Public calculators;
- Self-directed advice;
- Phone based advice;
- Face-to-face advice.
Digital Advice & AdviceOS, Better Together
Digital Advice integrates seamlessly with our financial planning software, AdviceOS.
With a modern IT stack, open architecture and extensive advice modelling capabilities, Digital Advice and AdviceOS work together to help you create a comprehensive end-to-end advice capability.
Dealer groups & industry funds
Advisers & administrative staff
Advice documents generated per day