Zurich Financial Services Australia has launched a new robo-advice tool that enables advisors to create their own custom, client-facing surveys on a range of areas such as estate planning, investments, superannuation and insurance.
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Called Wealth Index, the tool will provide advisors with a new way to engage with clients and will work within Zurich’s Adviser Flipchart app.
Zurich said that these client surveys, which can be generated on an advisor’s mobile device within two minutes, will allow individuals to ‘self-assess’ their preparedness and literacy across different aspects of their finances.
With this Wealth Index tool, advisors can not only select the design of the survey but also how they share the survey with their clients, based on their business needs and target market. The survey link can be distributed via social media platforms.
The tool enables clients to on-share the survey with social networks in a move to expand their advisors’ referral reach.
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By GlobalDataZurich head of sales strategy and research Andy Marshall said: "For advisors, having an automated or ‘robo’ tool like the Wealth Index to equip them with information such as the type of cover, level of debt, and knowledge – or lack thereof – of their clients’ sum insured prior to the first meeting could be a game-changer.
"The new tool not only increases client engagement from the very beginning of the advice journey, it also maximises efficiency for both the advisor and client by setting the advisor up with a clear point of discussion and practical ways to work with the client and demonstrate value long before they’ve even walked in the door."
"Additionally, the Wealth Index is not just for onboarding clients. It is also a simple and efficient way for advisors to reconnect, and potentially reassess the cover, of their C and D clients, who in the past have received little to no ongoing contact at all," added Marshall.
