Commonwealth Bank Financial Solutions – Public Websites

Using one content management system, Commonwealth Bank and Financial Wisdom rolled out hundreds of adviser sites.

Issues

Upholding solid reputations in the world of financial advice, Commonwealth Financial Solutions Pty Ltd and Financial Wisdom Ltd were seeking ways to give their advisers greater online presence for minimal investment, while maintaining brand consistency within compliance regulations.

Solution

Customising our content management system, we developed Financial Wisdom X-sites to create turnkey personalised adviser websites and innovated the Financial Wizard public website to enable users to find their nearest financial adviser.

Key features of the Financial Wisdom X-sites include:

• Easy personalisation capabilities – advisers enter their name, address and business focus and the software creates a custom website for their use
• Industrial-strength security that restricts content based on security clearance
• An approval workflow system, ensuring advisers comply with financial services guidelines and regulations
• A benchmarking tool, enabling advisers to track their revenue, staff and clients under management and measure their delivery of key KPIs against other advisers in the group

Our Financial Wizard public website delivered:

• Geographical search software, enabling users to search advisers by postcode or suburb
• Instant results listing closest advisers, including names and contact details

Benefits

Advisers were able to create and manage their personalised website quickly and easily, without the need to invest countless hours in website administration. And for locals seeking advice, the Financial Wizard public website gave them instant access to qualified and credible professionals in their area.

Bottom line

The customised content management system rolled out hundreds of sites for financial advisers at no additional cost to the Group, while advisers were able to tap into more local leads online.

“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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