Australian Ethical is Australia’s leading ethical investment manager. Since 1986, they have provided investors with wealth management products that align with their values and deliver strong returns. As of 30 June 2021, they have over $6bn in funds under management across managed funds and superannuation.
They were integral to the creation of our new statement, to us being able to show clients that their money matters and can make a difference in the world.
Sandip PinnawalageHead of Product at Australian Ethical
Our challenge
Ethical and sustainable investing is what we do at Australian Ethical. We believe that the more people we can encourage to take control of their financial wellbeing in this way, the more positive and significant changes we can create for families, communities and the planet.
We had just been through a major rebrand and needed to overhaul our superannuation statements. More than applying new branding, messaging and layouts to a set of transactions and balances, we really wanted to bring our statements to life, to be more transparent with our clients and expand the depth and breadth of our reporting on our Sustainability goals. We wanted clients to know and understand exactly how their money was making a difference in the world.
Why Airdocs
We chose Airdocs because they had experience in our industry, and could do everything we wanted in the timeframe we required. Designing and building our new very visual statement template, handling the customisation and impact information rendering required for each client, and managing all the delivery and distribution channels.
Their cloud-based Clever Correspondence platform would provide the most cost-effective way for us to achieve what we wanted. Plus, the way their team worked together to prepare their proposal, gave us the confidence that they would be able to achieve things that other providers wouldn’t. They were outcome driven, efficient and methodical in everything they did; and highly creative in their thinking.
A great result
Airdocs proved to be the right choice. They were quick, very accommodating of the back and forth with legal and disclaimers and simply put, they understood how we operated. They brought our idea to life without any issues.
We’ve had so much positive feedback from clients. Things like, “My statement is 1000 times better than anything I’ve ever received from other fund providers. I can see exactly how my money matters and where it’s making a difference.”
Airdocs have done such an excellent job we’ll continue to use them and look at which of our other statements we can get them to reinvent next.
See more case studies
“The new DocuSign and Airdocs system means we can create and complete agreements in-person now, rather than printing all the documents out and taking them home.”
“With Airdocs, we’ve a very supportive provider. They have capable people with extensive experience, as well as great ideas and cool tech. Our implementation was best-in-class.”
“How we produce our annual member statements has changed completely for the better. Airdocs has opened our eyes to the different things we could do with our data and solved some of our data issues.”
Morgana PriorGeneral Manager: Brand, Marketing & Communication
“Airdocs’ Clever Correspondence platform does not feel like a bunch of cobbled together products like other, more traditional vendors in the CCM space. It had been designed with organisations like ours in mind: to make it simple for us to create and deliver mass communications, customised to each person, and sent according to preference (e.g., digitally or in print).”
A leading health insurer in Australia is sending close to a million policyholders notifications of their new premiums each year. Moving to Airdocs, hosted on Microsoft Azure , empowered the health insurer to create a highly personalised customer experience in a streamlined and cost-effective way.
“When you engage with Airdocs it’s a conversation about you. What you’re trying to do and how they can best serve you. It’s about ‘How can we help?’ and ‘Let’s find a way.’ It’s energetic and always solution focused.”
With Airdocs, it’s not just a one-way street where we provide requirements and they do the work for us. They give us helpful recommendations, insights and clarity to think about what’s next for our business and how we can continue to improve our offering.
