Commonwealth Financial Solutions - Intranet and Extranet

Advisers of Commonwealth Financial Solutions and Financial Wisdom gain instant access to information through a single sign on.

Issues

With a huge number of financial advisers responsible for upholding the solid reputation established by Commonwealth Financial Solutions Pty Ltd and Financial Wisdom Ltd throughout Australia, the development of a flexible and scalable platform for information sharing was urgently required.

Solution

Our solution, the Financial Wisdom Adviser website, delivered an intranet and extranet, supporting advisers across all seven states. Key features of the software include:

• Single sign on, revolutionising the way advisers interact online
• Controlled access to external financial information providers, including Deutsche Borse and Van Eyk
• A central database enabling easy access to information on policies, procedures and research
• Integration with existing commissions and payment systems
• Business benchmarking and customer survey tools

Benefits

Enabling timely access to information and effective distribution of training and marketing support, the intranet and extranet solutions save advisers a considerable amount of time and greatly enhance the dealership value proposition.

“It was important for Financial Wisdom to select a website developer with strong practical and technical expertise. oneit always meet our expectations and provide excellent value for money.”

Lisa Bremner
Head of Dealership Marketing, Colonial First State

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