Reduce compliance risk and grow faster.
Software to help advice businesses quickly monitor and demonstrate compliance, deliver great customer experiences, generate more referrals, capture powerful testimonials, improve customer retention, and benchmark and improve performance.
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Monitor Compliance
Make it easy for your customers to reflect on and confidentially share their experience about promises delivered versus promises made.
Gather testimonials
Source powerful testimonials from your customers (and identify pain points) in a non-confrontational format.
Generate Referrals
Quickly identify authentic referral sources. Make it easy for your customers to refer by arming them with performance details about the experience you deliver.
Save time & effort
Our done-for-you service needs only 10 minutes to collect feedback, review detailed reports, and take action.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
Develop A Sound Compliance Monitoring Strategy
The compliance obligations of licensees and their advisers/brokers are growing, so don’t put your license and livelihood at risk – it is essential to monitor and demonstrate compliance through the voice of your customers. As a licensee, you need to have your finger on the pulse to ensure all authrorised representatives are conducting themselves in a compliant manner and they too have the evidence to prove just that. As an adviser/broker, you more than ever need to ensure you are conducting yourself ethically and delivering good customer outcomes.
MyNextAdvice can be used to monitor performance and identify pathways for improved performance. We’ll help you to quickly and conveniently generate results you can use as authentic proof that you deliver a compliant and great experience to ALL your customers.
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Focus On The Right Metrics
Stronger customer relationships drive superior financial performance. Positive impacts include higher customer retention, improved lifetime value and willingness to refer you to others in their network.
MyNextAdvice quickly and easily measures the DNA of your customer relationships and produces insightful metrics aligned to compliance obligations and the strength of each relationship. Use these metrics to understand and improve your customers’ experience. Reap the financial rewards.
Access An Easy To Use Solution
MyNextAdvice is easy to use and takes very little of your time. Customers quickly complete an online survey. We then autogenerate a suite of valuable reports and key metrics in real-time that identify performance issues, referral sources, capture testimonials, and rank key compliance and relationship drivers to help you understand their experience. Our Game Plan will guide you on what actions to take next.
Most importantly, results are collected confidentially and close the loop on your customer’s experience. We even provide a data download of all results to help with internal analytics and benchmarking.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
How does it work?
Invite your customers to provide feedback
Our quick, simple process is designed to maximise response rates.
Customers complete the survey in no time
We respect each customer's time. Fast completion time elicits a higher response rate, generating powerful insights.
Review results in real time
View reports and take immediate action to leverage opportunities and close the loop with customers.
Want actionable insights to grow your business?
Our team has 42+ years combined experience in financial services and business development. We like to share our opinions and insights with our network when it’s relevant. Become part of our network here.
NOTE: We respect your time. We don’t spam. We don’t share details with third parties.
Engage customers, grow your business & demonstrate compliance with a 30 day trial
Sign up for a free 30-day trial to see if MyNextAdvice works for you. No credit card required.