Provisio Online

Overview

Provisio Online provides advice and education direct to members through your fund's website.

Organisations who want a fast, low-risk entry point into web advice tools can use the Provisio Online cloud solution. Provisio's suite of pre-built Web advice tools are customised and branded to your requirements and embedded in your website.

Providing web advice and education to your members under your own banner can take as little as 1-2 weeks. If you later need additional custom capabilities, extending this functionality doesn't mean replacing the system — because all Provisio solutions are backed by the same powerful engine.

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Advice Topics

Provisio Online uses the power of the Provisio engine to deliver consistent, reliable, and accurate financial advice through the Web across a range of areas including:

As with all Provisio solutions, the advice modules can be used individually or used in conjunction with one another. For example, an integrated implementation could show the member how a contributions strategy or a TTR plan could affect the member's retirement income. Whether you're providing holistic or transactional advice, Provisio can help you provide high-value advice to more clients in less time.

Features

  • Highly configurable call to actions to direct users to your advisers and processes
  • Control whether specific fields are displayed
  • Full customisation of branding - icons, colours, logos, fonts
  • Change any text to reflect your communication style
  • Minimal effort and costs for deployment and ongoing management

Enterprise Web Solutions

For enterprise implementations, you have full control over the development of web advice tools that are backed by Provisio Enterprise Server. You can create everything from "teaser" calculators that quickly demonstrate the benefits of a strategy, to complete self-service advice solutions that generate Statements of Advice for your members.

Provisio Enterprise Server is installed on your network, and integrates with your fund's administration systems. Various business units, as well as your members, can access the Provisio advice engine, which supports "co-browsing" between call centre advisors and members. Provisio tracks advice history and SoA generation for easy auditing and compliance.

Provisio Server overview

Provisio Enterprise Server also offers a range of other enterprise benefits.

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