The Australian financial planning industry consists of over 80,000 professionals. The industry is dominated by software such as Xplan, COIN, and Midwinter, which are software products focused solely on financial planning functions.
Our client identified a niche for financial planning software that would enable Financial Planners to run their businesses more efficiently through research, preparing financial plans (SoAs), and providing increased customer service. Our client was seeking a solution that they could resell to the market.
ValentaBPO built a Zoho vertical CRM with third-party integrations such as Yodlee, Morningstar, CoreLogic, Omnium, and Financial Mappers. This enabled the Financial Planners to obtain real-time data from the source of truth (i.e. customer’s income & expenses directly from their financial institutions via Yodlee integration and property valuation/s via CoreLogic).
A number of solutions were implemented to increase efficiencies and ensure goals were met, including:
The result was a solution that transformed business outcomes.