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Generate "Advice online" Roadshow (Tauranga - NOW ONLINE)

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The launch of Generate's new digital "Advice online" app

About this Event

Generate is excited to launch the new digital "Advice online" app! The app will allow advisers to provide KiwiSaver advice through an engaging digital experience. This is part of our vision to create digital experiences that make Generate the first choice for KiwiSaver advisers and members.

Key features of the ‘Advice Online App’ include:

Version 1:

• Full end to end digital KiwiSaver advice process, giving advisers the confidence to deliver effective compliant advice on KiwiSaver under FSLAA.

• Reduce paperwork and admin during and after meetings.

• Interactive and engaging digital content to support sessions with customers.

• Risk profiler, fund choice and KiwiSaver calculators built in.

• Compliance disclosures, nature and scope, fees, complaints.

• Records of advice automatically sent to advisers and clients and stored for records.

Version 2:

• Performance and ESG comparison tools.

• First home goals and post retirement projections.

Our goals:

- Deliver FSLAA conduct & compliance for KiwiSaver advisers

This app will help advisers maintain good conduct and compliance while providing KiwiSaver advice. Giving advisers the confidence they need to achieve great outcomes for clients.

- Deliver an efficient and automated digital process

By integrating the disclosures, risk profiler, calculator, application form and record of advice we can significantly reduce adviser’s administration and time spent on paperwork before, during and after meetings.

Click here for a sneak preview of what we’re working on.

We’d love to hear your thoughts, so click here to submit feedback via Microsoft forms.

We look forward to seeing you at the Roadshow!

The Generate Team.

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