Software - Adviser Intel

Software - Adviser Intel

Closed - This job posting has been filled and work has been completed.

Job Description

30 second animation - similar to the Designed by Apple video for a small financial planning software company in Australia.

https://www.youtube.com/watch?v=VpZmIiIXuZ0

Script below.


If all advisers

are busy,

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.

Roll through….
Practice Intelligence
Client Engagement
Pipeline management
CRM
Workflows
Tasks
SoA Advice & Strategy
Revenue tracking
FOFA ready


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

Open Attachment