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