BloomWealth Advisors offers holistic personal financial management and advisory services for doctors, medical practitioners, and other high-income professionals in Australia and New Zealand. Their team of experts covers the full range of our client's financial needs: from tax planning, accounting, and personal finance management to wealth creation, property investing, and estate planning.
For accounting professionals, a customized service experience is imperative for establishing trust and building strong client relationships — something that can be extremely difficult and time consuming to achieve over email and phone calls. As an owner of a financial services firm, maintaining oversight into daily operations and account management is crucial to ensure your business is running efficiently and clients are satisfied. BloomWealth recognized the need for a platform that not only provides their clients with a convenient and personalized accounting experience, but also helps management maintain visibility on staff-client interactions and responsiveness.
They launched the BloomWealth OneStop Client Interaction Hub to provide clients with digital access to their team, from the convenience of their smartphone or desktop. The all-in-one capabilities of the Moxtra platform enables their team to maintain a high-level of engagement with clients and seamlessly foster relationships throughout the financial services process, while also allowing management to track and measure the organization’s performance. Additionally, clients are empowered to reach out to BloomWealth at any time to access their financial records, schedule video meetings, e-sign contracts, and more in-app capabilities — right at their fingertips.
The secure BloomWealth App allows their team of experts to focus their energy on helping clients achieve their financial goals, instead of searching through a sea of missed emails and voicemail messages. The result: a more human and efficient experience for both business-facing and client-facing operations.