So far on the blog we’ve only discussed the capabilities of Provisio as a web-based financial advice solution. While that’s awesome in and of itself, there’s actually another side to Provisio designed to take your advice services to an entirely new level. So… let’s have a chat about client engagement.
As any experienced Internet-oriented adviser knows, being able to deliver a richly interactive and engaging client experience is a crucial ingredient in your recipe for success. But what does that really mean? Not that long ago the term “online engagement” for financial websites meant online calculators: simple, single-purpose tools that provided raw information. While they served a purpose, that’s not our idea of client engagement.
Web Education and Engagement Tools
The Provisio approach is to ultimately drive clients to your advice service. The catalyst for this is our series of Web Education & Engagement Tools, all of which are designed to genuinely engage and interact with your clientele. Each tool can be fully customised in terms of your own branding and then embedded on your website within minutes. They enable your clients to explore financial pathways that are relevant to their unique situation.
These tools convey financial possibilities by asking simple scenario-oriented questions and then presenting optimised results via attractive & interactive graphs. Your website visitors can explore the functionality at their own pace, perhaps completing multiple outlooks based on what-if scenarios. Don’t worry, these education and engagement tools don’t necessarily show the client how to achieve specific goals; afterall, that’s the job of yourself and the Provisio Scaled Advice Optimisation solution.
For example, the Retirement Adequacy tool gives your website visitors the opportunity to explore possible retirement incomes by adjusting a horizontal age slider within an income graph:
Clients can also explore their income needs as they Transition to Retirement, determine whether they need to adjust their super Contributions, and perform an Insurance needs analysis to identify gaps in their existing cover.
All of Provisio’s Web Tools include a call-to-action asking your website visitor to contact you directly so that they can learn how to make their plans become a reality. This call-to-action, coupled with lead generation methods, combine to create an effective online pathway to your advice service.
Providing an Online Pathway to your Service
With Provisio you can essentially create an online pathway designed to convert your website visitors to long-term paying clients. This process starts with web “Teaser” tools and marketing campaigns, both of which are designed to drive traffic to the embedded Web Education & Engagement Tools described above.
From there, website visitors can contact you directly in order to understand their projections and how to make them a reality. Clients can also send you a contact referral from within each tool, enabling you to access the full details of the strategy they created.
This model, comprised of multiple components that work together seamlessly, is aimed at giving you the tools that you need to effectively engage with your clients online and in face-to-face meetings. By taking a multi-faceted approach that blends the traditional with the new, you can increase your client base while championing an engagement-first methodology that gives true value to your clients.
Until the next time!
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Some final thoughts…
Very exciting stuff! I am looking forward to delving into more detail about our web-based engagement tools. Perhaps a walkthrough of one of them is in order. Feel free to share your thoughts via a comment below, I look forward to hearing from you!
When not writing content for Provisio, Brian likes cooking, gardening and playing games with his young daughter. He works remotely from the Philippines.
