Helping customers achieve their freedom central to renovated office of the future
Markham, ON, June 29, 2017. . . Freedom 55 Financial today officially opened the first "office of the future" financial centre. This new office space is designed to meet the needs of advisors and accommodate the varying expectations and preferences of customers. The Freedom 55 financial centre in Markham is the first to undergo the changes, while others will follow with similar changes in the coming years.
“Freedom 55 Financial is redesigning their financial centres to better meet the needs of advisors in today’s changing world,” says Nick Pszeniczny, Executive Vice-President, Advisory Network. “Each ‘office of the future’ will be flexible, digitally enhanced and client-focused. It will also be equipped for advisors to connect with their clients remotely.”
Consumers’ needs are evolving and financial security advisors are working differently. As a leader in the Canadian insurance industry, Freedom 55 Financial is listening and responding. The new spaces are designed to meet those changing needs of advisors and clients. The financial centres are outfitted to enable advisors to help their clients reach their financial security goals by:
- Reducing travel time in the heavily populated locations, like the greater Toronto area, with virtual client meeting capabilities;
- Allowing real-time web applications completion with clients;
- Enabling collaboration with product specialists on the spot using concept review and real-time document editing; and
- Leveraging advisor support associates in client meetings.
“When doing this type of work, we’re changing how people work. To succeed, we need to open up and collaborate in new ways by effectively weaving people, space and technology together,” says Dirk Propfe, President and CEO, ET Group, a digital solutions consultancy that supported Freedom 55’s office of the future creation. “It takes bold leadership to recognize the need for change. It’s not a facelift but a fundamental change in how an organization operates.”
About Freedom 55 Financial
Freedom 55 Financial, a division of London Life Insurance Company, offers financial security advice and planning to Canadians through our exclusive financial security advisor network. Freedom 55 Financial offers London Life’s own brand of investments, savings and retirement income, annuities, life insurance and mortgage products to Canadians.
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