In 2020, Generation Life embarked on a digital transformation program to utilise technology to empower more meaningful conversations between financial advisers and their clients.
Like any ambitious company, we had growing pains and then the pandemic hit. To enhance the experience of financial advisers and their clients, we needed to build a simpler way to generate and send statements and a better, more digitised investor and adviser experience with instant access to information.
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.
Kit TongMarketing Technology Manager at Generation Life
The challenge
In 2020, Generation Life embarked on a digital transformation program to utilise technology to empower more meaningful conversations between financial advisers and their clients.
Like any ambitious company, we had growing pains and then the pandemic hit. To enhance the experience of financial advisers and their clients, we needed to build a simpler way to generate and send statements and a better, more digitised investor and adviser experience with instant access to information.
Why Airdocs
As a key part of our transformation, Airdocs was an important partner to help us achieve our digital transformation program. Their Clever Correspondence platform gave us the end-to-end solution we were looking for to generate investor statements and communicate with different user groups, including by SMS and post. They had a highly skilled and knowledgeable development team that tailored their SaaS software to meet our specific needs.
More importantly for us though, their people were a delight to deal with. Engaging, communicative and accommodating, we knew they were working as an extension of Generation Life during the project. It truly felt like one team working to deliver a successful outcome.
A great result
As part of the successful launch of Generation Life’s Adviser and Investor Online portal, we implemented the Airdocs Clever Correspondence platform. This allows us to automatically send notifications, welcome statements and transaction statements to financial advisers and investors, from onboarding through to ongoing services.
As the initial implementation was seamless, we decided to partner with Airdocs once again to fully digitise our Annual Statements, and provide online visibility for our policyholders and their financial advisers.
This was a significant milestone for Generation Life and financial advisers were particularly happy, as they can see exactly what their clients see when having conversations with them.
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“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.
“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.”
“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.
