Case Study: Old Mutual Wealth enables better financial advice conversations with Etch

Old Mutual Wealth streamlines adviser fact-finds with Etch

Old Mutual Wealth faced the challenge of differentiating their products and improving the initial financial advice experience for both advisors and their customers. They partnered with the vendor Etch to create a better framework for conversations about money and life goals, aiming to remove uncertainty and drive preference for their offerings.

Etch developed the Prosperity™ online tool, a multi-device platform that allowed customers to reflect on their life priorities before meetings. This enabled advisors to understand client needs in advance, streamlining the process and focusing sessions on higher-value advice. The solution successfully helped customers better articulate their goals and allowed advisors to provide a more efficient and relevant service.

Old Mutual Wealth