BrokerIQ Solutions has launched Your Advisor Here (YAH), a Software as a Service (SaaS) product designed to modernise advisory systems.
Released in response to the growing demand for streamlined technology in advisory offices, YAH was designed to bridge the gap left by legacy customer relationship management (CRM) software.
YAH is an extension of BrokerIQ Solutions’ branded mobile application, which offers advisers their own customised app linked to their unique client engagement platform.
This platform automates the entire client journey, with a particular focus on protection products, profiling clients continuously, and flagging reminders about review dates and policy benefits.
Joanne Cole (pictured), the founder of BrokerIQ Solutions, said: “Legacy systems are leaving advisers frustrated. And moving to new systems is often a long and time-consuming process that advisers cannot afford.
“With YAH, advisers can achieve instant deployment and seamless onboarding with minimal effort, revolutionising client interactions in just minutes.”
Michelle Lawson, MD Lawson Financial, said: “Technology and innovation is needed to move with the times and for Consumer Duty.
“We find the app is user friendly and a great introduction to our business. Our customers engage regularly and love the simplicity.
“The two-way messaging service is a great easy way for us to keep our customers updated with notifications and educational videos.”
With a flexible monthly subscription model, YAH aims to provide an affordable, comprehensive solution for advisers seeking to modernize their systems and better serve their clients in a digital age.
Advisers also have the opportunity to upgrade to their own bespoke branded mobile application when the time is right for them, putting their own brand at the centre of their client relationship with many extra features and automated journeys.
Cole continued: “Our aim is to be at the forefront of client engagement with an independent system that can easily integrate with other platforms and fill the gap in CRM systems that inadequately reach the end user.
“Recent research shows younger clients want trusted advise but expect a true digital experience like every other aspect of their lives.
“YAH creates that space for both clients and advisors alike for a low-cost solution.”
She added: “Clients will not engage with a client portal once a product has been bought, leaving advisors to return to a mix-match of communication platforms and tracking systems.
“This leaves advisers unable to meet the expectations of modern consumers with insufficient systems unable to connect with their clients in meaningful ways.
“YAH changes this by providing a seamless, engaging experience for clients, reducing administrative burdens, saving time, and helping advisors retain clients by reaching clients at regular, relevant intervals on their journey in a way that clients expect.”
