Experts in Transforming Financial and Insurance Advice Networks

Innovation Advisory

Financial advice has never been more important and so
is the need to transform these networks

At Axell, we work with insurance and wealth management firms to transform advice networks to reach new clients and deliver best-in-class service, efficiently. Technology is key in order to move from the current model of one-way communication and information flow across fragmented systems and offline channel, to a centralised and connected network between all stakeholders. The result – customer experience excellence and improved business efficiency.

Today Tomorrow

Advisory Capabilities

Axell's Adviser Segmentation Approach

We help our clients recognise not all financial advisers are the same. By creating a framework for segmenting advisers, it allows for targeted and tailored solutions to be delivered to each of the groups.

Digital Capability High

Leaders


Business characteristics:

  • Strong digital capability with technology embedded throughout business
  • Stay on top of new technology
  • Business owners employ digital leaders

Incumbent support:

  • Unique products
  • Underwriting processes
  • Pricing

Digital Capability Medium

Learners


Business characteristics:

  • Understand the importance of digital and eager to learn
  • Attempting to self-educate
  • Difficulty balancing priorities and managing change

Incumbent support:

  • Digital education and training
  • Marketing support
  • Content

Digital Capability Medium

Traditionalists


Business characteristics:

  • Wealth of industry experience and expertise
  • Slow to change
  • Preference for traditional business processes

Incumbent support:

  • Infrastructure and technology to build themselves and go direct

Digital Capability Low

Skeptics


Business characteristics:

  • Reliant on outdated business models
  • Not willing to invest in growth
  • Resistant to technology and change

Incumbent support:

  • Business transition planning
  • Build foundation for digital marketing
  • Digital marketing and content services

AdviceTech Partnering

We're experts in AdviceTech
solutions that transform processes
and improve the customer experience.

Today, the market is flooded with new AdviceTech solutions solving for a number of pain points across the advice value chain.
We take a strategic approach to AdviceTech investment by developing a deep understanding of your business objectives and a clear roadmap from design to adoption.
By partnering with us, you gain access to our extensive network of hundreds of FinTech start-ups across Israel and the world to find and co-design the right solutions.
You benefit from innovation methodologies that enable faster delivery to market.

Enabling better client experiences
with the right technology

Our deep understanding of the client journey allows us to map the right technology solutions to the right moment in the client experience. With an extensive network of technology partners in Tel Aviv and around the world, we connect businesses with the innovative solutions to create value across the value chain.

awearnessAwareness

Stage

  • Lead generation
  • Referrals

Technology

  • Social channels
  • Search
  • Email

1

considerationConsideration

Stage

  • Validation
  • Nurture and conversion

Technology

  • Website
  • Web chat
  • CRM
  • Phone

2

awearnessOn-boarding

Stage

  • Verification
  • Welcome

Technology

  • Authentication
  • CRM
  • Application
  • SMS / Phone

3

awearnessMaintenance

Stage

  • Service
  • Up/cross-sell

Technology

  • Social channels
  • Website
  • CRM
  • Email / Video

4

awearnessRenewal

Stage

  • Reviews
  • Advocacy referrals

Technology

  • Social
  • SMS / Phone
  • Email
  • CRM

5

Case Study

We partnered with an insurer in Australia to launch a digital solution designed to help grow financial advice businesses. 

The Future of Financial Advice

Axell's 2020 Global Research Report

We spoke to global thought leaders to predict the future of financial advice networks. Combining human and technology to meet evolving customer expectations will be the key for the future successful adviser.

Read the full report for all the insights.

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Tap into our ecosystem to transform your business.