Financial Advice

Client Education and eNewsletters

The Financial Knowledge Centre (product of IRESS) is Centrepoint’s partnered online education and engagement tool. Along with learning modules and financial calculators, it also offers an eNewsletter facility that allows you to provide regular eNewsletters that are meaningful and engaging to clients.

Financial advisers can use the Financial Knowledge Centre to:
Produce regular eNewsletters:

  • Insert your own branding and colour scheme
  • Insert personalised pictures
  • Personalised calls-to-action

Advice clients can search the library of:

  • Learning modules
  • Articles
  • Videos
  • Calculators
  • Life events
  • Quizzes
  • Jargon busters


Watch this demo of how this solution can help your financial advice firm create deeper relationships.

The Knowledge Centre is a robust, professional yet fun client education and engagement solution, filled to the brim with quality content and tools, supported by monthly newsletters and bi-monthly reporting that is all built into an easy to use admin portal.

If you’d like to discuss how this solution can benefit your firm, contact our Business Consultants today.

Register for an Online Demo

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