05 July 2023

Harnessing innovation for enhanced client satisfaction

Meet James Gerrard, the visionary behind www.financialadvisor.com.au, dedicated to delivering quality financial advice to more Australians. With a strong focus on innovation, James has successfully propelled his business forward, providing efficient and effective services to his growing client base.

To achieve his goals, James embraced the comprehensive suite of modular solutions offered by DASH. This end-to-end solution empowered both his business and clients, ensuring a seamless experience throughout their financial journeys.

In his quest for continuous improvement, James delved into the realm of Artificial Intelligence (AI) to revolutionise his client experience. So, how did this innovative approach fare with his valued clients?

After thorough research into various AI tools, James found two that stood out. Together, they generated impressive outcomes: a digital version of James himself and a script service that seamlessly conveyed information to the AI replica. James then embedded the final AI generated video into his advice documents in an easy and effective manner using the digital advice tool, DynamicDocs.

But why did James opt for an AI replica? Well, it offered a realistic interface to deliver his advice recommendations to more clients. Not only did this streamline the process, but it also saved significant time that would have been spent on individual meetings with his entire client base.

And what were the results? Remarkably, only 20% of clients sought clarification on a couple of queries via phone or email, while 5% preferred face-to-face follow-ups. The majority, readily accepted the recommendations, digitally signed the necessary documents, and had the recommendations automatically implemented through the efficient DASH platform.

Time is a precious resource, and it works both ways. Recognising that clients are often pressed for time; James's implementation of digital recommendations allowed them to access and review the advice at their convenience—a valuable addition. Additionally, this approach expedited the implementation process, eliminating the need to coordinate schedules for joint discussions.

This approach saw 80% of clients view and accept their financial advice recommendations after hours. Being able to offer this type of flexibility means financial advice becomes more accessible for Australians and the implementation process becomes timelier.

By leveraging innovation, James Gerrard not only saved time for his clients but also maximised their satisfaction. Through AI-powered solutions, he offered personalised advice with enhanced efficiency, meeting the evolving needs of his clients.

Ready to embark on your own journey of innovation and client satisfaction? Explore the possibilities and unlock the full potential of your business today using the DASH complete advice platform.

Hear from your peers

"With DASH we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support."

Keith Bensley, Future Assist

"DASH enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system."

Steve Woodford, Frontier Financial Group

"DASH's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."

Nigel Baker, Arch Capital

"Thanks to the DASH team for creating such great products. They were able to swiftly use our API for life insurance product comparisons and create a useful web application in no time - these are software developers you can count on."

Trishanth Chandrahasan - CSO

“I found DASH after trying many different software solutions, which all were trying to be ‘the one’ solution. DASH has been great as I can connect the software I need and build the advice software which works for me. The support has been excellent and the fact that I can import my Astute Wheel data straight into DASH to then use in the SOA and ROA has saved me significant amounts of time per client, as no more re-keying data! The SOA and ROA are also the most client friendly documents I have found and the feedback from clients has been excellent. I highly recommend DASH.”

Stuart Roe, Roe Financial

Find out how to introduce winning efficiencies into your practice

Select the relevant state on the map to book a chat or demo with one of our experts today.

dash map

Write to us


General Enquiries

Phone - 1300 726 008

Software support - [email protected]

Platform support - [email protected]