Cbus, Midwinter hook up for telephone advice

27-Oct-2016

By Jerome Doraisamy

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Financial services software firm Midwinter was today announced as the technology provider for a new “advice over the phone” service being offered by Cbus Superannuation.

The super provider said it had been searching for a robust and efficient technology solution to support its focus on delivering seamless, high-quality advice via a telephone offering.

“We were looking for simple and efficient software solutions that aligned with the fund’s capacity and desire to deliver optimal outcomes for our members nationwide – Midwinter ticked all these boxes,” Cbus head of advice and retirement Greg Harper said.

“Maximising our members’ financial situation and retirement outcomes is our mission [and] our integrated financial advice services and the partnership with Midwinter will help to achieve this goal.”

Midwinter managing director Julian Plummer supported that, saying: “We are delighted to be working with Cbus and continuing to expand our services within the superannuation fund space.

“By partnering with Midwinter, Cbus will ensure that their members are receiving trustworthy advice that is being generated using state-of-the-art cloud-based technology from a trustworthy provider.”

Cbus’s new telephone service will start next Monday and incorporate over 20 specialist financial advice roles, while providing an increased emphasis on effective communication and end-to-end service delivery.

Speaking to financialobserver, Plummer noted Midwinter was working on a number of similar offerings in the superannuation fund space that would be announced in the near future.

“We believe the growth we have seen within the super fund sector can be attributed to the combination of our scaled, comprehensive, digital and face-to-face advice capabilities, which run off the one integrated advice engine and allow clients and members to move between each advice type and channel seamlessly,” he said.

Cbus and Midwinter are in the process of implementing the software firm’s cloud-based scaled-advice solution, AdviceOS, with the intention of going live next week to support the telephone advice service.

“It’s pleasing to see the scalability of AdviceOS in action, being a solution that can be tailored to both smaller practices and larger enterprise clients,” Plummer said.

“We have worked very hard with Cbus to design their tailored advice software that allows their advisers to produce quality advice in accordance with the regulatory framework they operate in.”

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