Products - Financial Health Check

Our Financial Health Check enables organisations to acquire new customers and to generate qualified leads for long term financial products.

The Internet is fast becoming the consumer’s “channel of choice” for initiating their search for financial products and advice. The Financial Health Check provides the ideal entry point.

Key Benefits:

  • Builds customer confidence by providing a quick overview of their current financial situation
  • Demonstrates objectivity and transparency by highlighting any need areas in a clear, concise way
  • Creates action by recommending next steps to continue financial advice or product purchase
  • Encourages usage by allowing anonymous access
  • Starts the conversation with the customer or prospect with online registration providing further benefits

Please contact us if you would like to know more.

Our clients say

“Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.”

- Robin Willison, Financial Advice Services Director at LV=

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