FYG unveils ‘cutting-edge’ customer relationship platform

Patrick Bunsci

28 February 2023

WealthTech developer FYG Planners has launched a new tailored customer relationship management (CRM) platform which promises to “streamline advice, marketing, and client service” for the group’s adviser partners.

The platform, dubbed WealthEye CRM and developed on Microsoft’s dedicated customer relationship business app suite Dynamics 365, delivers a number of advice-specific customisations to the traditional CRM.

Among these capabilities include real-time customer data analytics, workflow automation to streamline advice and client services, personalised marketing campaigns, and facilities to create self-service customer portals and mobile access for employees.

FYG’s executive director Jason Fowler said the in-house developed platform would “empower advisers to better manage their client relationships and grow their businesses”.

“FYG are committed to investing to further the development of our tech stack to ensure FYG firms and advisers have the tools available to them to meet the demand of professional financial advice.”

Andrew Wootton, FYG general manager, added that technology solutions are “the way forward” for the advice industry, taking “the focus off tasks that have been overwhelming advice businesses in recent years”.

WealthEye CRM is a spin off from FYG’s WealthEye digital advice portal – launched back in 2021 and developed in partnership with LivePreso.

“Financial advice is always going to be about relationships, so WealthEye helps advisers turn their focus more towards building those long-lasting relationships with clients,” Wootton said.

Established in 2002 and based in Australia, FYG Planners is a privately owned financial planning dealer group which develops customised technology and compliance solutions for its adviser network.