In case you missed it, Stephen Jackel, CEO of myprosperity, took to the airwaves earlier today to provide an update to our community of partners on all the great things that are happening in the world of myprosperity.
As we’ve observed in various blog articles and throughout the myprosperity@home interview series (hosted by Director, Chris Ridd) the uptick in usage of the myprosperity platform from partners since the start of the COVID-19 pandemic has been substantial. Across the board we are seeing more advisers and their clients turn to digital platforms and software to stay connected and perform tasks that previously required face-to-face interaction. Digital is here to stay and in our view we will all be better for it.
A good example, and one that’s growing in popularity amongst many of our partners, is the recently launched Digital Forms feature. Digital Forms was launched last year and allows a partner to create any number of intelligent, digital forms that can be presented to a client via their portal in order to streamline the collection of data to perform a specific task. Most popular has been the Tax Checklists, Fact Find and Mortgage Applications. For partners that have client data already entered into the portal, these forms will pre-populate with the relevant data so clients don’t have to re-enter or search information. Frankly, this is the holy grail of productivity for advisers when it comes to gathering information because it allows them to do away with paper and manual entry. The list of supported forms in the platform continues to grow as partners embrace the capability. Checkout the demo provided by Steve at the end of the webinar. Equally, if you’d like to speak with us about how we can customise a Digital Form for your practice or dealer group, please use this form and we’ll be in touch.
Another popular feature in the Partner Portal is the Digital Document Signing that has been around for some years, and a top feature that’s also included in the Partner Portal. If you are not already using this, get on it. To have clients sign documents from directly within the client portal really is a no-brainer in today’s business environment. Stephen Jackel mentioned that with the current lockdown situation we have seen a 300% increase in clients now using this feature since the start of 2020. The other good news is that the feature will soon be getting a revamp to enable a more intuitive and responsive user experience; making your tasks and the services provided to your clients that much slicker. Partners can expect this new look digital doc signing interface to go live in the next week, so if you are not using it today you really should check it out.
Aside from the product updates, Steve spoke about the myprosperity@home interview series that Chris has been hosting, and the great feedback on the insights and tips being shared by the various guests. As restrictions start to lift, the discussion has started to shift to life after Covid-19 and what advisers might expect the new norms that will emerge may be, and how the way that we work and engage with clients will be redefined. The guest list continues, bringing you more bright and insightful minds in the business so check out the series on our blog.
Finally, there has been a revamp of the myprosperity Training page to ensure it is easy to find the latest demonstration videos on particular features. If you want to take a deep dive into any of the key features mentioned including Digital Forms, Doc Signing or otherwise you can access these at https://www.myprosperity.com.au/training/
Until next month we hope you stay safe and productive and wish you and your clients all the best as we enter FY21.