Online services that convert audio and video recording to text. Intended uptake in the next 24 months: 49.51%ĭocuSign, Adobe, Netwealth integrated eSignature, SuiteBox, myprosperity, Practice Ignition, SignNowĩ. Digital services to transcribe conversations The ability to capture signatures online via a computer or mobile device to support the document signing process. XPLAN, Microsoft Excel, AdviserLogic, Midwinter, Salesforce, Coin, SugarCRM, Zoho, HubSpot, Provisio, Practifi, iFace, Finpal, LinxCRM, Ontraport, Infusionsoft, Worksorted, Ccube, Microsoft Dynamics Intended uptake in the next 24 months: 7.87%Ĭommpay, Easy Dealer, Revex, Advsr, Worksorted, Microsoft Excel, LinxCRM, CoMetrix, PayLogic from AdviserLogic, Finpalħ. Customer Relationship Management (CRM) systemsĪ system that collects, organises, manages and analyses customer information, interactions and data throughout the customer lifecycle.ģ.24 out of 5 average satisfaction rating with current supplier. Rules-based revenue, commission payment and remuneration management system. Microsoft Office 365, Gmail (Google Apps), Skype, Slack, Yammer, Google Hangouts
Intended uptake in the next 24 months: 5.90% Online access to office emails and calendars. XPLAN, Dropbox, Microsoft OneDrive, Google Docs, Box, Evernote, ezidox, Sharefile, myprosperity, AdviserLogicĥ. Cloud-hosted email or internal communication services Intended uptake in the next 24 months: 9.18%
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Microsoft PowerPoint, Prezi, Canva, Google Slides, Apple Keynote, Haiku Deck, Zoho Show, Astute WheelĤ. Cloud-hosted online document/file storage and sharing technologiesĬloud-based storage of documents, images, presentations and other formats which can be shared and accessed online or download to computers or mobile devices. Intended uptake in the next 24 months: 20.66%
Tools to support the creation and customisation of client presentation slides. Secure online access for clients (or members) to engage and manage their super, investment and/or banking accounts via desktop or mobile.įinpal, myprosperity, Xeppo, Netwealth, XPLAN, Midwinter, AdviserLogic
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