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News and Insights

9 June 2022

Partner with us to improve our customer data

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Being a responsible and sustainable company is core to our values and we continue to look for ways that can help reduce climate risks. By moving to electronic distribution we are reducing our print wastage and working towards our target to be paperless by 2025.

In order to achieve this, we need your assistance to improve our data quality. In just a few easy steps you can update your clients email address and mobile number within The Adviser Portal.

By having all of your clients details up to date in The Adviser Portal, it enables us to;

  • Contact your clients in difficult times such as natural disasters to proactively offer support. Enabling us to further support them when they need us most.
  • Ensure your clients are getting the most value out of their relationship with us – this allows them to take advantage the latest loyalty and reward offers, as well as education material.
  • Ensure your clients get the full benefit of our online customer portal and provide them with the ability to self-serve, such as; address changes, accessing correspondence, change payment details & make one off payments.

Jump into The Adviser Portal today so we can continue our commitment to being a responsible and sustainable company, plus serve your clients to the best of our ability.

Log in to The Adviser Portal

If you have any questions or unsure of how to update your clients details in The Adviser Portal please speak to your Business Development Manager.

How to update your clients email address and mobile number within The Adviser Portal: