workbench
Tailored solutions for your needs
Advisers and platforms don’t speak the same language. They don’t need to. Elemnta absorbs complexity on both sides and translates between the advice and platform worlds.
The workbench harnesses the power of integrated data via the elemnta platform. Leveraging data processing, translation and sequencing engines, to enable next-generation experiences.
HOW WORKBENCH WORKS for you
The Workbench is designed to cover the full breadth of platform transactions for advisers in a simple and intuitive interface. Harnessing the power of sequencing, workflow automation and integrated data, advisers can seamlessly open and maintain accounts for an entire client group in one place.
Explore the diverse solutions possible to meet your unique needs
account onboarding
Accelerate product onboarding and significantly boost channel efficiency and growth. Workbench seamlessly pulls essential data from advice CRMs and various other sources, ensuring rapid, frictionless creation of new product accounts in a completely re-imagined digital experience aligned with how advisers do business. This capability delivers a unified, comprehensive user journey that drives higher conversion rates for your valued advice partners.
Account Transitions
Provide advisors with complete control over complex client movements, expertly orchestrating transitions between diverse products like superannuation to pension. This includes intelligent handling of intricate recontribution strategies, ensuring data integrity and substantially reducing operational friction whilst putting the adviser firmly in charge of the workflow, offering clear oversight and Service Level Agreements (SLAs) for seamless, compliant transitions. The system provides real-time status updates, ensuring advisors maintain full visibility and confidence throughout the entire process.
Account Maintenance
Maximise ongoing efficiency and operational control. Workbench empowers advisors with intelligent, automated solutions, streamlining daily transactions by seamlessly leveraging real-time client data from CRMs. This provides practices with unparalleled oversight and real-time feedback on activity, transforming maintenance processes into market-leading, competitive assets for institutions, ensuring seamless operations and enhanced client satisfaction.
Bulk Actions
Unlock unprecedented operational scale across your institution. Our bulk actions feature empowers you to drive mass product originations, execute large-volume investment rebalances, and streamline advice fee establishment and maintenance across your entire book. This capability transforms complex, high-volume initiatives into efficient, centralised operations, directly impacting your strategic business objectives and competitive agility.
Group Insurance
Digitally transform and fully automate your own insurance or partner insurance distribution. Workbench enhances the efficiency of your internal processes and deeply integrates your group insurance workflows within the broader financial ecosystem. This delivers a streamlined, compliant, and accelerated experience for complex group arrangements, solidifying your competitive edge in the insurance market and boosting your distribution reach.
Retirement Products
Seamlessly integrate and manage your full spectrum of Retirement Products within your core or partner offerings. Workbench enables the efficient origination and maintenance of partner annuities and internal longevity solutions. This expands your institutional capacity to service critical retirement segments with more holistic financial solutions, driving enhanced product adoption and strengthening your market relevance.
Digital Consent
Fortify your product transactions with comprehensive digital consent, ensuring unparalleled security and efficiency at scale. This feature enables compliant, fully auditable client consent directly within the digital workflow, eliminating paper-based bottlenecks across your entire distribution network. The result is accelerated transaction processing and a superior, frictionless experience that transforms the end client experience.
Are you going to shape the future or be left behind?
Wealth Management should be smarter, simpler and more efficient. Elemnta provides a human interface and technology backbone to make this happen.