Websites

• Run and manage your website in one place.
• Have leads, contact requests and analytics all flow right into your back office.
• Run multiple websites/brands, test and launch trading styles quickly.

Engagement; tools, calculators and seminars

• Launch one of the many Ningi tools and calculators.
• Run live seminars, with Q&A, voting and polling.
• Deliver on-demand content, previous seminars and presentations

Client portal

• Digital client onboarding; fact finding, AML, document signature, document sharing, messaging.
• Client actions and to-do lists.
• Full journeys for things like mortgages, protection and simple pensions and investing.

Adviser CRM

• Single adviser tech platform to automate work & track clients.
• View timeline of all client interactions across platforms.
• Timeline for your whole business, tracking what is going on in the company.
• Key MI and stats All work is defined in mostly-automated workflows.

Client experience

• Full digital financial plan for all clients, tracking their financial details and progress against their plan.
• Individual plan opportunities served up to nudge them into more advice

Hybrid advice

• The CRM will make recommendations for clients and the adviser can quickly confirm the right outcome.
• A quick in app call with the client / adviser, present the advice and deal with any further questions from the client.
• The adviser is presented with key details about the client displayed.