StreamlineID is an Australian owned and operated full-stack digital client onboarding solution that keeps the adviser and channel partner experience front and centre. Their channel portal takes the headache out of traditional onboarding by creating a low touch, high-value experience for you and clients.
With features like form prefilling, application templates and non-validation mode to allow the user to enter in the client information they have on hand and the ability to share an application with your client directly from the form. Supported by a robust workflow management tool on geo-locked AWS servers, StreamlineID’s channel portal takes the application and verification process from days to minutes.
Having worked with Perpetual and Generation Life, Asendium is pleased to be partnering with StreamlineID to provide you with an efficient and cost-effective client application process.
Yarno is an educational technology product that improves on the job performance by reinforcing key knowledge and skills over time. Yarno uses daily quizzes which can be answered on phone, tablet or desktop, to present learning in a fun, quick and easy way. All it takes is 5 minutes of your day!
Asendium is proud to be partnered with Yarno to deliver accessible and high quality educational content that doesn’t disrupt your daily schedule.
Resonate Solutions is the leading Australian Customer Experience Management (CEM) platform provider having worked with leading brands like Woolworths, Optus, Virgin Mobile, Rebel Sport, Walmart (China) and Westpac over the past ten years. We help businesses to grow by listening to their customers at critical moments and acting systematically to create advocates.
Asendium is pleased to be partnering with Resonate Solutions to provide “best of breed" closed loop feedback and Net Promoter Score (NPS) for the financial planning community.