Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions
Australian based financial advice technology provider Midwinter Financial Services announced its recent technology partnership with BUSSQ superannuation fund. This has seen Midwinter’s AdviceOS platform utilised for a range of advice channels within BUSSQ, namely face-to-face and phone-based advice. BUSSQ has also employed the use of Midwinter’s Client Portal as a meaningful client engagement tool.
This partnership is in line with BUSSQ’s launch and rebrand of its financial planning business as Skylight Financial Solutions – which provides advice across all topics, within and outside of superannuation.
Midwinter’s Head of Institutional Growth, Salvador Saiz is delighted about the ongoing relationship, saying, “Midwinter has worked closely with the BUSSQ and Skylight team to ensure that AdviceOS has met their exact requirements, particularly in the unique way that their phone-based advice interacts with the face-to-face component of their advice process.
“This native omni-channel approach gives BUSSQ an unique ability to not only monitor and supervise the advice that is going out in real-time, but also gives their advisers the tools to ensure that the advice is in the member’s best interest.
Executive Officer of BUSSQ’s financial planning business Skylight Financial Solutions, David Southwood, is pleased with the decision to move to Midwinter’s AdviceOS (made in mid-2017), saying, “Changing financial planning software providers can be daunting but for us the transition went smoothly. We have found significant time saving and efficiency benefits as a result of this change, meaning we can do more of the important things in business like being in front of members and clients.”