Create personalisation at scale

As the onramp to a full financial advice solution, Digital Advice caters to customers who are typically disengaged or out of reach. Using Digital Advice, you can guide these customers through a rules based, and simplified process delivered digitally and instantaneously from your own branded interface.

Reduce service delivery costs

Reduce the workload for your support team by offering self-service options through a convenient and easy to use digital portal.

Digital Advice allows you to easily scale your advice offering and grow your customer base without compromising on customer experience.

Ensure a consistent experience through every channel, every time

Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs to enable a true omnichannel advice solution.

So, whether your customers prefer to engage online, by phone or face-to-face, they can expect consistent advice and service levels at every touch point.