Expand your service offering with a scalable, always-on digital advice solution.

At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’ve developed software that suits the way you do business and simplifies how you deliver advice.

Offering self-guided options for low-touch interactions with escalation to a human for more complex requirements, Digital Advice provides a cost-effective platform to deliver a superior customer experience.

Grow your Practice and Profits

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.

Ensure a consistent experience through every channel, every time

A true omnichannel advice solution, Digital Advice creates a seamless customer experience from one channel to the next. 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.

Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs through our open API.

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 member base without compromising on customer experience.

A true omnichannel advice offering

  1. Public calculators
  2. Self-directed digital advice
  3. Phone based advice
  4. Face to face advice

Ensure a consistent experience through every channel, every time

A true omnichannel advice solution, Digital Advice creates a seamless customer experience from one channel to the next. 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.

Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs through our open API.

200+


Dealer groups & industry funds

2,000+


Advisers & administrative staff

1,500+


Advice documents generated per day

60,000+


Digital users

Get started today

Simply complete this form and a friendly sales representative will be in touch to organise your personal Digital Advice demonstration.

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