May 25, 2017
May 25, 2017 | Risk Pulse
ZLife app: advisers’ one-stop client management shop
Life is made up of an infinite amount of choices. Most decisions, such as what you’ll eat for lunch today, are small and only slightly impactful, but it’s the big decisions - the ones that can change your life forever—that can be tough to make. This is precisely how many Australians feel about their financial future. There is arguably nothing more important to a person’s long-term wellbeing than the choice they make about how to invest and grow their wealth or how to ensure the ones they truly love are adequately provided for, should the worst happen.
Designed in partnership with advisers, for advisers, the ZLife Mobile app includes market leading functionality, including:
- Push notification capability alerts of approaching events such as changes in status for clients’ life insurance policies, upcoming renewals and changes in client’s contact details.
- VIP tagging allows advisers to be more informed and more proactive in providing a higher level of service to their most valuable clients.
- Applications in progress can be tracked in real time for customer service on the go.