AIA NZ launches new online adviser onboarding application
Its new tool, Digital Agency, will allow advisers to apply online to distribute AIA products, saving significant processing time and reducing the number of manual interventions and handovers, AIA chief partnership distribution officer, Sharron Botica says.
This latest offering provides a pathway into the AIAHub portal – the company's one-stop shop for financial advisers.
Key features of the new online onboarding application process include:
- Simplified application – advisers will now be offered an 100% digital experience, saving time and effort.
- Automated workflow, identity and due diligence checks – integration of existing systems and platforms to automate required due diligence checks and provide advisers with immediate access to product education and mandatory learning in AIAHub so they can get started whilst their application is in progress. The new system will also allow advisers to upload education and professional development certification into AIAHub once they’ve submitted their application.
- Improved Business Development opportunities – making it easier for AIA NZ to track an application, saving time and enabling AIA NZ’s business development teams to focus on building relationships with advisers and helping their businesses to grow.
AIA chief technology officer, Marc Hale, says the company is continually expanding and improving the adviser experience and this is the latest in its simplification journey.
“We’re proud that AIA NZ was first to market with our e-app, through AIAHub, and this new onboarding enhancement enables a digital experience for advisers starting their journey with us and reduces the amount of time spent on admin,” he says.
“It means advisers can focus on what matters most – serving their clients and providing great customer outcomes, with AIA NZ by their side. And we’re not done yet – look out for more from us in this space soon,” Botica says.