Case Study: Wise Advice boosts client retention and advisory engagement with Futrli white labeling

Wise Advice boosts client retention with Futrli white labeling and stronger KPI tracking

Futrli helped the firm Wise Advice overcome internal resistance to shifting to advisory services and improve overall client engagement. The New Zealand-based firm wanted to unify its tech-savvy brand and sustainably grow its advisory offerings, but faced challenges with staff adaptation and wanted to boost client retention.

By implementing Futrli's white-labeled platform, Wise Advice provided clients with a seamless, branded dashboard for tracking KPIs. The solution from Futrli led to higher client satisfaction and retention, eliminated staff resistance, and increased referrals, with clients becoming more excited and involved in their financial figures.

Wise Advice