Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMax
They wanted a solution that not only supported regulatory requirements but also made advisers’ work more streamlined and helped create more engaging conversations with clients. After reviewing the market, Moneta chose OMNIMax’s KiwiSaver Online Fact Find and KiwiSaver Adviser Tool - options that supported both efficiency and an improved client experience.
The challenge: Making KiwiSaver advice easier and more consistent
Moneta’s team had built a strong KiwiSaver book over time, but their existing process wasn’t designed for scale.“We decided to take KiwiSaver a bit more seriously,” Nick Hau, a Director and Adviser at Moneta, explains. “In this day and age, compliance is a non-negotiable, so having a thorough system that made our job easier was a no-brainer.”
They were looking for a solution that would:
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