OPPORTUNITY PIPELINE

Track every opportunity from prospect to advice delivery

Adiso’s opportunity pipeline helps advice firms manage potential client opportunities and track progress through each stage of the advice process. By providing a clear view of active opportunities, advisers can understand where each client sits in the pipeline and what actions are required to move forward. This structured approach helps firms manage growth, maintain visibility over potential business and ensure opportunities are progressed efficiently.

A clear view of your pipeline

Adiso allows advisers to track opportunities through defined stages, giving a clear overview of how prospects are progressing through the advice journey. Typical pipeline stages may include prospect identification, qualification, requirements gathering, advice preparation, solution presentation and implementation. With each opportunity clearly staged, advisers can see at a glance which prospects need attention and where the most active conversations are positioned. This helps ensure that no opportunity is left unattended and that the firm maintains a consistent, structured approach to building and growing its client base.

Multiple opportunities per client

Clients may have several advice needs at the same time. Adiso allows multiple opportunities to be associated with a single client — covering mortgage advice, insurance, KiwiSaver and investment planning — each tracked independently while remaining connected to the overall client record.

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Monitor progress and activity

Opportunities are connected to meetings, tasks and client records within the platform. This allows advisers to quickly understand what work has been completed and what still needs to happen, with the full context for each opportunity always accessible. Rather than relying on spreadsheets or separate systems to track pipeline activity, advisers can manage everything in one place — reducing the risk of opportunities being overlooked and ensuring the whole team has a shared understanding of each client engagement.

Improve visibility across the firm

Adiso provides visibility across all opportunities within the firm. This helps management understand the flow of potential business, identify where opportunities may need additional attention and understand adviser activity and client engagement.