Providing the personalised KiwiSaver advice that clients deserve, at scale...
Amicus had identified that they had a large client base in the KiwiSaver space and faced the growing challenge of how to engage all these clients and maintain the personalised advice that they deserve, citing it was “almost impossible the old way”.
Amicus Group is a large player in the wider Wealthpoint Group, based in Christchurch, Amicus work with clients nationwide in the investment and insurance arenas.
Wells saw an opportunity to make fintech work for them in the KiwiSaver area, “after being shown the system by an existing OMNIMax client we straight away understood that OMNIMax could provide the tools we needed to deliver personalised advice at scale”.
“We are in the midst of a full digital change, we understand the road blocks that advisers face and we needed to find a partner that could help remove these road blocks” Nick Wells is an integral part of the KiwiSaver advice team at Amicus...Want to read the full article?Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.
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