HUBconnect Licensee

Leveraging data and technology to solve key licensee challenges

In 2018 we established a Think Tank consisting of five large licensees who represent more than 700 financial advisers, to understand the key challenges in the delivery of financial advice.

HUBconnect Licensee leverages data and technology to provide advice businesses with insights that drive transparency, increase efficiency and reduce risk. By replacing manual, time-consuming and costly processes, we’re delivering solutions to solve key challenges in the provision of cost-effective advice.

We’re enabling licensees and advisers to streamline and consolidate structured and unstructured data from various sources to access interactive dashboards displaying consolidated data feeds, combined business analytics, Key Risk Indicators and pro-active monitoring to manage compliance obligations.

Delivering insights and efficiency

HUBconnect Licensee delivers efficiency and insights by providing you with automated reporting and analytics that enable effective business management, reporting and compliance monitoring.

Your data your way

Integrate and refine data from a range of sources and deliver it to you in a format that works for your business.

Real-time Key Risk Indicator & business alerts

Generate automated alerts on Key Risk Indicators and business performance metrics at the licensee, practice and adviser level.

Ongoing service management

Our automated reports provide AFSLs oversight of upcoming client reviews and document management obligations to enhance supervision frameworks.

AFSL level business reporting

Access live AFSL level reports using consolidating data from several sources (eg. Revenue, FUM) which can be viewed at practice, adviser, and client level

Machine learning capabilities

Leverage machine learning to improve transparency and deliver insights from unstructured data services by extracting standardised data points across client documents, including electronic EFDSs and SOAs.

Our reporting capabilities can support your advice practices through…

Merger and acquisition

Our data sets and reporting capability allow you to review business health associated with profitability and client engagement. This data allows timely and accurate assessments and valuations of advice businesses.

Practice benchmarking

Provides insights into client numbers, practice revenue, adviser interactions and more to provide key practice benchmarking metrics compared to your peers.

Cost to serve

Track revenue breakdowns, advice fee comparisons and average fee calculations across your adviser base to assess practice profitability.

Staff management

Analyse adviser revenue and client interactions to compare individual and team performance, manage workloads and assess overall engagement levels with clients.

Risk management

Access the data you need to manage upcoming client service obligations, and flag outstanding consent issues that need to be addressed.

Client book assessment

Break down your client base by age profile and profitability to highlight opportunities or areas of concern.

Webinar
31st Jan

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

How data, technology and trust will shape innovation and your role as a financial adviser

Watch leading tech experts and innovators Dr Charlotte Marra (Google), Daniel Teper (KPMG), and futurist Rocky Scopelliti explore how innovation, data and tech will impact the advice industry.

Research
31st Jan

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Megatrends to consider when building a value proposition for the future

Futurist and author of ‘Australia 2030! Where the bloody hell are we?’ Rocky Scopelliti outlines four key megatrends you need to consider when building an attractive value proposition for clients.

Case Study
31st Jan

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

The future of technology and data in enabling advice

How can the digitisation of advice practices, access to quality data and collaboration help more Australians access financial advice?

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