Financial Wisdom
Head of Dealership Marketing, Colonial First State
Intranet and Extranet
Advisers of Commonwealth Financial Solutions and Financial Wisdom gained instant access to information through the single sign on feature that we developed.
Issues
Our solution, the Financial Wisdom Adviser website, delivered an intranet and extranet, supporting lots of advisers across all seven states.
Solution
With a huge number of financial advisers responsible for upholding the solid reputation established by Commonwealth Financial Solutions Pty Ltd and Financial Wisdom Ltd all around Australia, the development of a flexible and scalable platform for information sharing was urgently required by Commonwealth.
Features
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- Single person sign on, revolutionising the way advisers interact online on the database
- Easy and controlled access to external financial information providers, including Deutsche Borse and Van Eyk
- A central database enabling fast and easy access to information on policies, procedures and commonwealth's research
- Reliable integration with existing commissions and payment systems
- Simple to use business benchmarking and customer survey tools
Benefits
Enabling quick and fast access to information and effective distribution of marketing support and training, the intranet and extranet solutions save advisers a large amount of time and greatly enhance the dealership value proposition.
