Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
KiwiSaver had always been part of client conversations at Moneta. But as compliance expectations increased and clients began expecting faster, clearer, and more digital experiences, the team saw an opportunity to enhance the way they delivered KiwiSaver advice.
They wanted a solution that not only supported regulatory requirements but also made advisers’ work more streamlined and helped create more engaging conversations with clients. After reviewing the market, Moneta chose OMNIMax’s KiwiSaver Online Fact Find and KiwiSaver Adviser Tool - options that supported both efficiency and an improved client experience.
The challenge: Making...MORE»
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Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world
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