Case Study: Wise Advice boosts client retention and advisory adoption with Futrli's white‑label solution

New Zealand firm Wise Advice boost client retention with white labelling

Wise Advice, a New Zealand accountancy firm, wanted to tie all their branding together, demonstrate tech‑savviness and move into advisory services in a sustainable way. Facing staff resistance to change and only modest client referrals and satisfaction, they turned to Futrli and white‑labelled its forecasting/KPI software to create a branded client dashboard and advisory experience.

Using Futrli’s white‑label platform, Wise Advice set up the majority of their clients to track KPIs, which gave clients better cash control and noticeably higher satisfaction. The Futrli solution increased staff ownership of the tech, removed initial resistance, and drove a measurable boost in client retention and referrals—leading to stronger client engagement, improved team performance, and a cohesive branded software experience.

Wise Advice

Brad Golchin

Owner