Build Client Engagement with an eReview
of your eSOA
Client Review App
The FPA launched an initiative at the FPA Congress 2019 to explore ways to digitally deliver a Statement of Advice in a format which makes it easier for the client to understand.
Financial Mappers has designed the Client Review App to allow the digital review (eReview) of your client’s Statement of Advice (eSOA) .
FPA Congress 2019 – launch of the eReview Process
Financial Mappers was a partner at the FPA Congress 2019 in Melbourne. We demonstrated our new digital interactive Statement of Advice (eSOA). This process can be used for initial or annual eReviews of SOAs and is called the eReview.
Watch this demonstration of the eReview of a Statement of Advice
Watch this demonstration of an eReview, using a Statement of Advice – Insurance Only
Additional eReview Reports based on your eSOA
Use any of these additional digital reports generated from the information in your eSOA, to communicate clearly with your client.
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