Insuranceour clients
OnePathTyndall
QANTAS Superannuation
Russell
AMP
FuturePlus
CUSCAL
Tower Australia
ING Australia
BankWest
Harris Financial Group
QBE LMI
Suncorp
Nikko AM
Mercer
AMP Financial Planners Association
MLC
Professional Investment Services
Metlife
Advice
With traditional revenue models under question, dealer groups and advice firms are under pressure to restructure their operations to accommodate the new reality.
Coupled with increasingly generous group insurance offerings, the challenge is one of attracting new business whilst maintaining existing clients.
With fragmented process and technology infrastructure common in advice practices, many owners face decisions around whether to invest and adjust or consider mergers to reduce the impact of change.
For dealer groups, tightening regulation requires adoption of common standards across aligned practices. Many look to emerging technologies to increase reporting transparency and enhance their offering to practices.
In a cost constrained environment, it's critical to ensure that all investment in change delivers maximum return. With our combination of advice, industry knowledge and delivery expertise, Sequential will ensure that you do the right projects, right.
Operating models
Practices are reviewing operating models, processes and systems in readiness for a fee‑for‑service environment.
Technology
The take up of smartphones and tablet devices that provide access to client information is increasing.
Increased competition
Online products, in-house advice and enhanced group insurance offerings are increasing sales pressures.