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Out-of-the-box and bespoke digital advice solutions.

The Out-Of-The-Box (OOTB) Saas solution uses the white-label version of the moneyGPS platform for the base with an agreed-level configuration. 

DELIVERY: Within one month of a completed discovery process

KEY BENEFITS

4-step discovery process

Establish a working group to manage the project.

Review standard white-label offering and determine any agreed customisation options.

Confirm OTTB solution + limited customisation options.

These include:

    • Fully branded platform.
    • Digital advice delivered by our AFSL.
    • Incorporate your superannuation fund and insurance data into the advice engine.
    • Integration into existing administrative systems.
    • Tailored pricing for advice documents.

Optional: Incorporate a Financial Wellness program with a full video suite of 40+ educational modules. 

Receive a tailored proposition that details:

    • All customisation work
    • Delivery time-frame
    • Integration & implementation schedule
    • Any ongoing maintenance.

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Bespoke SAAS SOLUTION

The Bespoke SaaS Solution is designed for organisations that require a fully tailored proposition.

DELIVERY: Usually within 3-6 months of completing the Scoping and Design Solution (SDS) Program.

KEY BENEFITS

4-step discovery process

The discovery phase includes initial discussions to understand your specific business needs around digital advice. We also connect your team with our Legal & Compliance partners.

You complete the scoping brief including a tenant mapping exercise to identify key business and digital requirements.

A scoping and design workshop, held over 1-3 days, formulates the solution framework by reviewing each item outlined in the tenant directory and covering areas managed by moneyGPS.

Receive the Platform Solution proposal document which provides the details for completing and implementing your new digital advice capability.

Includes:

    • Build methodology
    • Customised user journey
    • Implementation and integration
    • Marketing collateral
    • Legal & Compliance
    • Ongoing support
    • Fee estimate            
    • Business agreement
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