GHG taps Count’s tech expertise to drive transformation

Boutique financial advisory firm GHG Private Wealth has partnered with wealth services and technology provider Count, with a priority to improve internal processes and create a “frictionless” client experience.

Greg Weiland, principal at GHG, said the partnership with Count, secured back in July this year, would prioritise digital transformation of client experience.

“Our immediate priority is to build a more efficient end-to-end client experience that is engaging, frictionless and adds real value,” Weiland said in a statement.

GHG has already realised tangible gains through the partnership, with Count achieving a 30% overall reduction in ‘Statement of Advice’ pages and word count for it and partner organisations.

This, the wealthtech noted, has expedited the production process and produced documents that are easier for clients to comprehend.

Count has also delivered an overall 95% increase in the automation of variables in advice documents, which it said has created a significant reduction in Statements of Advice personalisation effort.

As well, the wealthtech has deployed new digital client engagement tools that have been integrated with GHG’s existing third-party advice CRMs, as well as a cyberlearning management system for advisers.

“By partnering with a wide range of leading fintech providers, Count has built a fully integrated technology platform that minimises double handling and streamlines the advice production process,” Count said in a statement.

“These third-party integrations have created significant efficiencies for advisers.”

Weiland said the choice of Count as its technology partner was due to its “strong commitment to delivering an industry-leading technology solution that is built around practice efficiency”.

“Part of the reason why we joined Count was because of the ‘can do’ approach in allowing us to build a robust technology stack.”

“Like many people running a small business, we are seeking a greater mix of financial potential and more control, and we felt that Count was the best partner to deliver on that and help us take greater control of our own destiny.”

Formed in 2015, GHG Private Wealth is a Melbourne-based financial advice firm.

*Correction: Processing gains were realised across Count’s network. A previous version of this article attributed the gains to GHG alone.