About AdviceConnect

1. AdviceConnect is an web-based financial advice platform that provides consumers with self-assessment tools and online services from sales and advice teams over the phone and web Advice Connect http://www. Web Online Advice Team Phone Increasing conversion and lowering servicing costs!

2. Consumers and regulators are pushing for lower cost advice options Decision Increasing product complexity Decision Decision * Decision * Decision Advice facilitates product decisions, but regulatory requirements make it hard *Advice Service Centre required Increasing levels of advice complexity Increasing level of client engagement required

3. Consumers need financial advice to help with buying decisions We know financial advice ‘facilitates’ product sales But, face-to-face advice is expensive leaving 85% of the market unadvised And, regulatory compliance is expensive

4. How it works Embed our ‘active’ financial calculators and advice tools into your web sites Start offering advice services online and over the phone to engage customers Increase online sales through advice and lower the cost of ongoing servicing...

5. Our components can be configured and styled to fit into any corporate site