Software - Adviser Intel
Closed - This job posting has been filled and work has been completed.
30 second animation - similar to the Designed by Apple video for a small financial planning software company in Australia.
If all advisers
making client’s happy,
what connects you to them? (joining dots - connect lots of dots [clients] to one [adviser])
If you had a blueprint, (blue finger print)
and tools, (tool box – like that of the focus and sound a tool sound)
to help you build your practice….
What would it mean to?…
simplify your back-office, (represent simple – simplify administration & compliance)
have practice intelligence, (brain – intelligence over their business)
a unified system, (represent unified/one)
and client engagement, (engagement & relationship between adviser and client – streamline process / relationship)
all at the turn of a key….. (key)
Designing software for today’s adviser
requires innovation. (represent innovation)
It’s what’s been needed
and our intention.
SoA Advice & Strategy
ai graphic (animation of our brand – keep as a separate video)
“ai adviser intel – intelligent software for today’s adviser”
*** Sharing – “tell an adviser” share via email, LinkedIn, Facebook