Use Cases - Digital Adviser | Axell Hub

Use Case

Use Cases - Digital Adviser | Axell Hub

Financial Advice Client Management

To support financial advisers in delivering an omnichannel client experience, we worked with a large life insurer to deliver a tailored content and marketing hub. It allowed advisers to deepen their client relationships throughout the lifecycle.



  • Client engagement in offline channels
  • Advisers missing lead opportunities
  • Lack of data
  • Unable to personalise service at scale



  • Deliver an omnichannel customer experience
  • Delight existing clients to increase share of wallet and improve retention
  • Generate new leads with digital follow-up processes


The Solution

  • Client engagement hub for on-demand adviser service
  • Personalised offers and next-best-action
  • Supported with rich content
  • Insights for continuous optimisation


Axell Team | | Axell Hub

With our proven innovation process, we helped our clients
design and launch a fit-for-purpose solution

Use Cases - Digital Adviser | Axell Hub
Use Cases - Digital Adviser | Axell Hub

The Results

The proposition continues to expand its reach, onboarding new advisers and receiving positive NPS ratings. The insurer has been able to strengthens its leading position in the market by demonstrating support for the financial advice channel.

Client Testimonial

Axell brought a global perspective on how to digitally transform financial advice distribution to our local insurance market. They supported us through the discovery phase to understand adviser pain points so we could build a proposition that was fit-for-purpose. Axell then helped us to source the right technology partner, co-design the solution and launch it to market.

Head of Innovation


Australian Life Insurer

Use Case | Axell-Hub
Use Cases - Digital Adviser | Axell-Hub

Get access to the full case study

Interested to find out more? We have a comprehensive case study of this digital distribution project designed for financial advisers. The case study steps through the research and ideation process and gives an up-close look at the final solution.

Request your copy of the case study by getting in touch with an Axell team member. 

THANK YOU FOR GETTING IN TOUCH! Our experts will reach you soon.