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…
Latest insights
Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.
Access to quality data is critical when it comes to improving wealth businesses. Data can help to drive operational efficiencies, manage risk and provide engaging personalised experiences for clients. It can also drive solutions that help bridge the gap with Millennial and Generation Z clients – those who are digital natives and expect frictionless online experiences from their service providers.
Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.
Harnessing data to solve challenges in the wealth management industry is set to take centre stage over the next few years and beyond as we collaborate to make wealth management more efficient, more accessible and more cost-effective.
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.
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.
