![](https://cdn.midwinter.com.au/uploads/2020/08/DigitalAdvice-Colour.png)
Expand your service offering with a scalable, always-on digital advice solution.
At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’ve developed software that suits the way you do business and simplifies how you deliver advice.
Offering self-guided options for low-touch interactions with escalation to a human for more complex requirements, Digital Advice provides a cost-effective platform to deliver a superior customer experience.
![](https://cdn.midwinter.com.au/uploads/2020/08/background_pattern@2x.png)
Create personalisation at scale
As the onramp to a full financial advice solution, Digital Advice caters to customers who are typically disengaged or out of reach.
Using Digital Advice, you can guide these customers through a rules based, and simplified process delivered digitally and instantaneously from your own branded interface.
![](https://cdn.midwinter.com.au/uploads/2020/08/Objectives-Builder_2-1024x671.jpg)
![](https://cdn.midwinter.com.au/uploads/2020/08/Digital_Advice_Reduce_Service_Delivery_Costs-1024x671.png)
Reduce service delivery costs
Reduce the workload for your support team by offering self-service options through a convenient and easy to use digital portal.
Digital Advice allows you to easily scale your advice offering and grow your customer base without compromising on customer experience.
Ensure a consistent experience through every channel, every time
Digital Advice integrates seamlessly with Midwinter’s financial advice platform AdviceOS and many other registry systems and CRMs to enable a true omnichannel advice solution.
So, whether your customers prefer to engage online, by phone or face-to-face, they can expect consistent advice and service levels at every touch point.
![](https://cdn.midwinter.com.au/uploads/2020/08/Digital_Advice_Ensure_a_Consistant_Experience-1024x671.png)
Create a True
Omni-Channel
Advice Offering
Provide a true omni-channel advice experience through a self-directed digital advice platform that’s fully integrated with your backend advice systems.
![](https://cdn.midwinter.com.au/uploads/2020/08/digital-advice-laptop-1024x899.png)
![](https://cdn.midwinter.com.au/uploads/2024/07/DA_graphice_midwinter_edited-002-1-edited.png)
Create an Omni-Channel Advice Offering
Digital Advice provides a platform to offer self-directed digital advice as part of an omni-channel advice offering:
- Public calculators;
- Self-directed advice;
- Phone based advice;
- Face-to-face advice.
Digital Advice & AdviceOS, Better Together
Digital Advice integrates seamlessly with our financial planning software, AdviceOS.
With a modern IT stack, open architecture and extensive advice modelling capabilities, Digital Advice and AdviceOS work together to help you create a comprehensive end-to-end advice capability.
![](https://cdn.midwinter.com.au/uploads/2020/08/AdviceOS_and_Digital@2x.png)
200+
Dealer groups & industry funds
2,000+
Advisers & administrative staff
1,500+
Advice documents generated per day
60,000+
Digital users
More resources
![](https://cdn.midwinter.com.au/uploads/2020/08/subscribe-background-min.png)
Subscribe to our newsletter
Stay updated on our latest market insights and company updates