The latest from BrokerIQ Solutions, who have officially launched Your Advisor Here (YAH), a revolutionary Software as a Service (SaaS) product designed to modernise advisory systems. Here’s the word;
Released in response to the growing demand for streamlined, client-focused technology in advisory offices, YAH aims to bridge the gap left by outdated legacy CRM software.
YAH is an extension of BrokerIQ Solutions’ branded mobile application, which offers advisors their own customised app linked to their unique client engagement platform. This platform automates the entire client journey, with a particular focus on protection products, profiling clients continuously, and flagging reminders about review dates and policy benefits – an industry must for Consumer Duty.
Joanne Cole, the founder of BrokerIQ Solutions, explains the motivation behind YAH: “Legacy systems are leaving advisors frustrated. And moving to new systems is often a long and time-consuming process that advisors cannot afford. With YAH, advisors can achieve instant deployment and seamless onboarding with minimal effort, revolutionising client interactions in just minutes.”
YAH offers a comprehensive suite of features tailored to meet the needs of modern advisors. Key functionalities include:
- Fully Traceable Chat: Ensuring secure, trackable communication between advisors and clients.
- Automated Document Upload: Simplifying the process of document management and storage.
- Automated Video Communication: Facilitating regular, relevant interactions with clients.
- Data Integration: Aggregating client product details into a single view, enabling comprehensive product reviews.
- Automated Reminders: Keeping both advisors and clients informed about important updates and policy reminders.
- Referring tracking system
Michelle Lawson, MD Lawson Financial, said: “Technology and innovation is needed to move with the times and for Consumer Duty. We find the app is user friendly and a great introduction to our business. Our customers engage regularly and love the simplicity. The two-way messaging service is a great easy way for us to keep our customers updated with notifications and educational videos.”
With a flexible monthly subscription model, YAH provides an affordable, comprehensive solution for advisors seeking to modernize their systems and better serve their clients in a digital age.
Advisors also have the opportunity to upgrade to their own bespoke branded mobile application when the time is right for them, putting their own brand at the centre of their client relationship with many extra features and automated journeys.
Cole highlighted the unique advantages of YAH, stating, “Our aim is to be at the forefront of Client Engagement with an independent system that can easily integrate with other platforms and fill the gap in CRM systems that inadequately reach the end user. Recent research shows younger clients want trusted advise but expect a true digital experience like every other aspect of their lives. YAH creates that space for both clients and advisors alike for a low-cost solution.”
Cole also emphasises the efficiency and client-centric nature of YAH: “Clients will not engage with a client portal once a product has been bought, leaving advisors to return to a mix-match of communication platforms and tracking systems. This leaves advisors unable to meet the expectations of modern consumers with insufficient systems unable to connect with their clients in meaningful ways. YAH changes this by providing a seamless, engaging experience for clients, reducing administrative burdens, saving time, and helping advisors retain clients by reaching clients at regular, relevant intervals on their journey in a way that clients expect.”
For more information about Your Advisor Here and how it can transform an advisory practice, visit BrokerIQ Solutions’ website: www.brokeriq.co.uk
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