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Which parts of the advice process will be impacted most by technology in the next 5 years?
Reducing time on advice documentation. Your technology is holding you back. It’s time to make a change.
Why do advice documents take so long? Time
Formatting Editing
Data Wrangling Data Creation
The average advice practice spends‌
50 days
100 days
50 days
Formatting Documents
Editing Documents
Data Wrangling
Microsoft is holding you back.
Digital Documents are the future.
Format documents with one click.
Set up automated editing with no ’coding’ required.
Connect documents to data via APIs.
Generate data about how documents are created and read.
Digital Advice Documents ROI 5 hrs
$30k
$3k
1 hr
Template Set Up
Time on Each Doc Creation
Reduce your costs to produce advice. People spend too much time writing advice documents. We're on a mission to automate document creation and Nod is proven to reduce document creation times by up to 70%.
Nod's document automation platform makes it easy to create conditional logic to handle any document automation requirement in a simple user interface. There is no need to write any computer code or battle the complexity of the Microsoft Word universe. Simply create rules that link your content to your data to drastically reduce your document creation times.
Minimise compliance risks. Compliance and quality assurance teams spend too much time in archaic systems coding document templates and reviewing completed documents to check for compliance.
These same teams have no visibility over how these documents get used in the real world documenting advice for clients. We make document template creation and management easy with our drag and drop interface and simple rule creation. Compliance experts can control document template construction and ensure any updates to content are pushed out to all users in real-time.
No double-handling of data. Nod integrates with other systems using APIs and our Chrome Extension. We cover the major systems used by financial planners and are always on the lookout for new systems to connect with.
Click here to read more about our integration with XPLAN.
Our Value 1
Significantly reduce document creation times.
2
Minimise the risk of errors.
3
Future-proof by reducing cost of change.
Our Process 1
You provide us with your content.
2
Our team configures your template/s and API connection to your XPLAN site.
3
You start producing documents in record time.
What our customers say “Finance Control has been using Nod for the last 6 months to improve efficiencies and manage paraplanning costs. It has allowed our business to focus energy on client engagement and team development by reducing the unnecessary time to edit documents which had increased exponentially over the last 12 months. Using Nod, we can easily modify templates as our industry changes and adapts to new licensee standards and templates and have those changes instantly reflected in our documents going forward. Joel and his team have always been quick to help when needed and are open to feedback so that they can better navigate the advice world.�
Jodie Pyke, Finance Control
Document Automation Demo
noddocs.com