Enabling great financial planning journeys

Provide the convenience your clients and advisors need

Digitising the human experience is no longer just sentiment, there are tangible benefits to digital solutions that increase efficiencies and flexibility.

Facilitating customer interactions with agile solutions.

The pandemic has been a catalyst for deep and lasting digital transformation. Widespread use of comparison websites for financial products has made it easier for consumers to choose providers online based on their own research. However, using autonomous finance to provide advice is different.

Your customers require personalised advice, preferably verbal advice. The type of human interaction that’s important to build confidence and trust in order to make substantial investment decisions. This need for an agile experience within the wealth management space takes precedence. Allowing institutions to provide unrivalled customer experiences and efficiencies with video and content sharing, documents exchange and the ability to eSign agreements, all in an auditable and secure environment.

Streamline your financial planning journey

Our platform gives institutions the ability to add value and affords time. Allowing you to increase the volume of cases handled, complete interactions and resolve queries, and reduce costs. Process elements like document exchange, real-time identity verification and e-signatures are modernising wealth management approaches.

The below provides you with a top-level view of the modules we use to deliver the ideal financial planning journey. Increasing convenience, lowering costs, improving customer satisfaction, and removing friction.

Transforming AIB’s wealth management journey

AIB used Vizolution’s platform to develop and deploy a wealth management journey which enabled customers and agents to exchange information and participate in a convenient and efficient remote financial planning session. Doing this AIB achieved a 250% year-on-year growth in income performance within remote financial planning

Download the full AIB Wealth Management case study

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

Read our blog

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