AMP unveils suite of upgrades to adviser platform | Australian Markets

AMP has introduced a slew of upgrades to its adviser platform North, together with a first-ever direct doc add and messaging functionality, and a real-time tracker for consumer duties.

The enhancements promise to “reduce follow-ups, minimise delays, and enable real-time servicing without leaving the platform”, AMP stated.

Among the upgrades embrace a newly enhanced Activity Management Dashboard – a centralised software to help advice practices handle and observe consumer actions.

The Dashboard options a newly enhanced workflow progress bar, enabling advisers and their help workers to view the total standing of in-progress actions with their shoppers, together with the monitoring of activity completion and a view of upcoming priorities.

Advisers may also see estimated completion dates on the dashboard – a characteristic presently out there to advisers performing change transactions, to be prolonged to all transactions by the top of this yr, AMP confirmed.

A newly launched characteristic will allow the direct importing of paperwork to the North platform, with advisers additionally in a position to ship secure messages immediately tied to a case and entry a full audit path of updates by way of the platform’s Activity Log.

AMP normal supervisor adviser expertise and digital Peter Batsakis stated the doc add characteristic has already delivered a 35% enchancment in activity processing effectivity over e-mail.

“It’s a great example of how simple, well-designed digital tools can have a big impact on adviser experience,” he stated.

AMP stated the enhancements had been a direct response to adviser suggestions, with advisers calling for improved in-platform help for consumer follow-up and response.

These new options, Batsakis added, “not only streamline processes but also empower advisers with the tools they need to deliver exceptional service to their clients”.

“They bring clarity, structure and greater control to day-to-day servicing, helping practices spend less time chasing updates and more time focusing on their clients.”