latest Content

Support group launches web-based digital solution

SimplyBiz is launching a new web-based digital solution, which will give adviser firms access to pre-designed website templates and a range of packages offering up to 39 options.

The ‘NextGen’ website service is set for launch in December 2016. Adviser firm’s will be able to choose from several pre-built websites, with no set-up fee but an ongoing monthly charge, ranging from start-up at £10 per month through to 24/7 at £60 per month, depending on the features and capabilities advisers want to provide to their clients.

SimplyBiz says the solution will enable advisers to provide their clients with “a wealth of topical information and interactive tools, including the ability to undertake preliminary fact-finding and risk-profiling, compare policies, generate quotations and even conduct transactions online”.

The new sites will be available not just to firms using the company’s existing SimplySite facility but those with their own site or no site at all.

The basic package includes use of the ‘trustedadviser’ domain name and website hosting; 25 pre-set and fully compliant pages; IHT and mortgage calculators; a cash management service, contact form and Google map; Google analytics; and a customer rating facility; and online retirement guidance tool Pension Monster from Selectapension, aimed at clients with smaller pension provisions or less complex needs.

Other packages include a longevity tool, retirement budget planner and lifetime mortgage calculator from Royal London, links to protection products, quarterly newsletters, pre-approved Budget updates, IntelliFlo and Dynamic Planner client portal log-ins, links to social media accounts (Twitter, Facebook and LinkedIn) and a property market review.

While the basic package offers a content management service, which enables some pages to be edited, the ability to create bespoke pages, such as adviser profiles, adviser contacts, blog and video facilities, are only available on the higher priced packages.

The adviser firm is responsible for any changes made to the pre-set and bespoke pages.

Richard Ardron, marketing director of the SimplyBiz Group, said that changing consumer behaviour, which is increasingly utilising internet and mobile devices for information, to interact and transact, is an evolution advisers need to embrace.

“The technology behind our NextGen Sites will support advisers as they develop new income streams, new service offerings and new ways in which to provide important information to clients and potential clients.  We believe this is the only offering of its type currently available to advisers and we’ve invested heavily and worked closely with industry leading partners in order to create a proposition which will help firms who use our services remain at the very forefront of the advisory world.”

SimplyBiz says it has had interest from over 200 firms to have one of the new sites and that it intends for all the features to be live and available from the launch date.

Visit the SimplyBiz NextGen website

More Articles Like This