How to boost firm efficiency and elevate your advice proposition in just 15 days


By Debbie Dry

JWA Financial Planning came to JustFA searching for a platform that would elevate an online service for the right clients. After a 15 day onboard period, they left with so much more… 

JWA Financial Planning came to JustFA with a number of clients who had straightforward demands. 

These clients, many of whom are younger wealth accumulators, are quick to service, require less face-to-face time and are typically responsive to the idea of financial advice delivered online. 

Online advice may conjure up thoughts of Microsoft Teams, Zoom or the pandemic for some. 

But the truth is, it involves a much more sophisticated approach, and continues to be a useful method for advisors looking to service the right clients. 

When done correctly, embracing this model of advice for some clients can help decrease time and resources spent unnecessarily and help deliver a more fulfilled service. 

The first step to ensuring these clients are well looked after is finding the right platform that can  assimilate well into a firm's existing technology stack. 

But what does this look like? 

The right solution should enhance a firm's online financial advice proposition by digitising documentation, keeping client engagement in one place and creating a seamless experience for clients and advisers alike. 

Alongside these requirements, JWA Financial Planning knew that the right platform had to be cost effective, increase efficiency and meet the general demands of clients, who sought after a digitised experience with automated processes that still brought with it a human touch.  

With our client engagement tools, paperless documentation process and an investment platform with full advice workflow online, we were the obvious fit! 

Following an initial kick-off stage, where we got to know Jamie Allen and his team, we set about onboarding JWA Financial Planning. 

This process involves detailed training, co-branding the client portal with firm imagery and colours and setting up advisers and support staff involved. 

Within just 15 working days from sign-up,  JWA were servicing and satisfying clients with their new platform. 

In choosing JustFA, JWA Financial Planning saw an opportunity to increase process efficiency by eliminating the paperchase for client signatures, boosting client onboard time and reducing admin time - an essential process when freeing up time to concentrate on the real things that matter to advisers and clients.

Our team is dedicated to helping financial advisers in building a more valuable business and our product development is led by their feedback.

It’s integral we listen to the needs of Financial Advisers, so we can continue to evolve a platform that can deliver real results. This is something JWA Financial Planning have recognised throughout the relationship:

Our proclivity to listen carefully to our customers is no better demonstrated than in our recent platform update, which, on request of numerous advisers, introduced a firm's logo and colours to the client portal, making our sophisticated platform appear as a firm's own website extension. 

JWA Financial Planning came to JustFA in need of a financial servicing platform that would enable them to work closely with clients online, whilst boosting firm efficiency. 

With just a 15-day onboard period and a feedback dialogue that still remains open today, they now have so much more - a value driven platform that is always evolving to meet advisers' demands.

With a reduction in admin time and the newfound ability to effectively work with clients in an online and hybrid relationship, advisers at JWA can now concentrate on what really matters to them - delivering excellent financial advice, increasing client satisfaction and boosting business value.  

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