Amy Hatch Consulting provides comprehensive technology consulting services to financial advice businesses, covering their entire technology ecosystem from CRM optimisation and client portals to document management and system integrations. With 7 years of proven experience in financial services technology, Amy Hatch is positioned to support advice businesses to achieve for integrated technology solutions.
Australian advice practices face technology fragmentation. Of advice businesses in Australia:
74% use 5–8 different systems with poor integration (source).
The average annual technology spend is between $20,000–$50,000; and businesses with 5+ advisers spend $91,000 annually (source), yet many advisers and business owners do not feel that they get enough value from this spend.
Only 31% have client portals despite proven engagement benefits; 69% still rely on email for document exchange (source).
Compliance and efficiency demands outpace in-house IT capabilities.
Technology Stack Architecture
Complete technology audits and strategic recommendations
Technology roadmap development for scalable growth
Process Improvement
Current state analysis and efficiency gap identification
Cross-platform workflow design and optimisation
Change management and staff adoption strategies
Software Implementation Services
Client Portal Solutions (iFactFind, myprosperity, Xplan, netwealth)
CRM Optimisation (Xplan, HubSpot)
Document Management (Xplan, SharePoint)
Communication Platforms (Email marketing, client messaging, Teams/Zoom, Calendly etc)
Training & Support Services
Comprehensive staff training on new systems and processes
Process documentation and procedure development