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Financial Simplicity Sydney Head Office

Level 10, 60 Carrington Street
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288 Bishopsgate
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+61 2 9940 0388

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Stuart Holdsworth
[email protected]
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Financial Simplicity Launches Wealth Management Customer Engagement Solution

Financial Simplicity, a provider of proposition enabling solutions to the wealth management industry has launched the front-end interface of its ‘Simplicity’ solution suite to meet the growing need of wealth management firms and platforms seeking to improve their customer engagement experiences in order to attract and retain clients.

The customer engagement suite is built upon an integrated set of content management, CRM and customer experience technologies, which seamlessly integrate with Financial Simplicity’s breakthrough portfolio management and portfolio presentation engine.

"Increasingly we are finding that in order for wealth propositions to remain competitive and attractive to consumers, they are seeking a set of customer engagement technologies that can uniquely represent their brand, values and desired customer experience" says CEO Stuart Holdsworth. "We think that the white labelling propositions of the past are going to struggle to adapt to meet the demanding needs of their clients in a sustainable way. Financial Simplicity believes that ultimately, the solution relies on a separation of the customer engagement experience from the investment processing functions". Based on the new suite, organisations can design their customer experiences as they wish to suit their uniqueness, investment proposition and integration with current or new system infrastructures.

"Whether firms are offering propositions that interact with advisers or consumers directly, there is a growing demand for the provision of reliable, transparent information and simple interaction experiences" continues Holdsworth, "and the answer is no longer a white label platform or vendor product offer because of the important differences in each proposition. Based on our new customer engagement suite of technologies, firms can independently develop and take control of their own customer facing experiences."

With offices in Sydney and London, Financial Simplicity is an international service provider to wealth management firms that understand the need to effect business change in order to adapt to current and emerging industry dynamics.