AXA Australia has unveiled its new adviser portal, adviserweb.
The portal is being officially launched to advisers this week, following five years of development, and $40 million in investment.
The service has been designed by AXA to make it easier for advisers and clients to transact with the insurer. The portal consolidates a range of AXA online services, making them accessible via a single login. Advisers can transact online and access client data across AXA’s range of insurance, superannuation and investment products.
AXA General Manager Digital Business, Cam Cimino, says adviserweb is designed to provide users with an easy and effective online experience. “When we started this initiative, advisers were faced with prospect of using up to 20 different websites to gain access to client, product and platform information.
The new adviserweb has consolidated 20 websites to 1…
“The new adviserweb has consolidated 20 websites to 1, featuring more than 250 products & services and houses the details of more than 1 million clients,” said Mr Cimino, adding that the portal was developed through continuous consultation with financial advisers and their support staff.
AXA says features of the new service will allow the adviser to:
- Save time with a single login
- Navigate quickly and easily between different client records, across various product categories, all at the same time
- Manage their business more effectively by better online functionality and reporting designed specifically for Financial Advice Practices
- Get fast results with a Google powered search engine
- Stay up to date with email alerts on client account activity
- Simplify business processes with Summit platform and AXA’s Elevate insurance applications now in one online place
- Streamline the client review process by managing multiple client portfolios as one through the Adviser Review Template tool
- Customise Summit platform, AXA investment and insurance reports at client, adviser or practice level
