Only 50% of Australian practices reported having an optimal CRM system
85% of advisors in the US are using social media for business
79% of US advisors have gained new clients via social media
Challenges & Opportunities
Sales & Distribution Strategy - Marketing and New Business Campaigns for Financial Services
Helping businesses stay ahead in a changing world
Industries
- Wealth Management - Insurance & Financial Planning - Superannuation - Funds Management - Private Equity & Venture Capital - Investment Banking - Accounting - Fintech - Startups
- Other
The link between Trumpconomics
and Australia
Your Business Toolbox
How we can help you
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Retain existing business
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Create new solutions
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Streamline your business with our electronic forms
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Let us know your business goals for FY17 and get a free personalised info-graphic
"My expectations were blown away and not only BIZNEX delivered, they provided me with key insights to help develop my value proposition over time. I’m extremely satisfied with the level of expertise, listening and professionalism..."
Gregory - GRW Financial Services
"BIZNEX Consulting understood my business and was able to convey and articulate the value add of my services in ways I had never thought of before. Their technical and industry knowledge made it clear right from the start that I was going to save a lot of time..."
William - Solutions to Financial Health
Client testimonials
Why BIZNEX Consulting
The right mix:
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Direct financial services experience
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Consulting and marketing knowhow
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Digital solutions
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Research capabilities
We understand:
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Value propositions across financial services
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Financial products and markets
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Needs of your clients
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Challenges that the industry poses
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Regulatory requirements