Close the Deal
in 5 Minutes.
Your client leaves the meeting motivated. Don’t let them forget why. The WOWnow engine transforms your complex SOA into a stunning, personalised visual story and delivers it to their phone in 5 minutes—before they’ve even left the car park.
Visual SOA on Phone
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The Problem
The 60-Minute Gap Where Deals Go to Die
Every delayed SOA is a deal at risk. Here’s why.
It’s a story you know too well. The discovery meeting is perfect. They’re engaged, emotional, and ready to act. You promise to send the SOA in a few days.
But in the hour after they leave, the Ebbinghaus Forgetting Curve kicks in. They forget up to 50% of your conversation. The emotional urgency fades. By the time your text-heavy, 80-page SOA lands in their inbox, the momentum is gone. It’s no longer a solution; it’s homework.
This isn’t just a client problem; it’s a business problem. Every hour of delay is an invitation for doubt and inertia. You’re not just fighting for attention; you’re fighting a losing battle against human psychology.
“Pages upon pages of jargon, repeated disclosure and boring generic graphs clutter the actual advice and provide no value to the client.”
The Solution
From Conversation to Close in 5 Minutes.
financeWOW weaponizes speed and clarity. It closes the gap between conversation and conversion, ensuring your brilliant advice becomes immediate client action.
Our WOWnow engine ingests your compliant SOA and instantly transforms it into a stunning, personalised visual story. The game-changer: it delivers it to your client’s phone via SMS or WhatsApp in under 5 minutes.
Finish Your Meeting
Conclude your discovery call as usual.
Trigger WOWnow
With one click, send your SOA to the engine.
Client Gets the WOW
Your client receives a text with a link to their beautiful, personalised, and persuasive visual advice summary — in 5 minutes.
The Science
A 5-Layer Scientific Strategy
Grounded in decades of behavioral science, designed to make your advice irresistible.
Speed: You Win the Race Against Forgetting
Responding to an interested client within 5 minutes makes them 21 times more likely to convert (HBR/InsideSales). You create unstoppable momentum.
Visuals: You Supercharge Comprehension
Adding relevant visuals to text can improve learning and retention by a median of 89% (Mayer). People make 4.5x fewer errors recalling trends from graphics vs. text.
Personalisation: You Create Psychological Ownership
Your client’s name, their children’s names, a picture of the London trip — this triggers the Endowment Effect and Mental Simulation, making people dramatically more likely to act (Kahneman, Taylor).
Credibility: You Build Instant Trust
Professionally designed visual documents are perceived as 32% more credible and 28% more persuasive. Present yourself as a clear, confident, modern advisor.
Channel: You Deliver Where They Live
For Australians aged 50-69, texting has surpassed email. With a 98% open rate, you’re guaranteeing your advice is seen, not buried in an inbox.
The financeWOW Advantage at a Glance
| Advantage | The Science | Impact on Close Rate |
|---|---|---|
| Immediate Delivery | 21x higher qualification (HBR) | Captures peak emotion, prevents inertia. |
| Clarity that Clicks | +89% improvement in learning (Mayer) | Clients who understand, approve. |
| Unforgettable Advice | 4.5x fewer errors in recall (Ciccione et al.) | Your recommendations stick, long after the meeting ends. |
| Credibility & Trust | +32% perceived credibility (J. of Bus. Comm.) | Clients trust advisors who are clear and professional. |
| Personalised Power | +40% revenue for top personalizers (McKinsey) | Creates emotional ownership of the plan. |
| Guaranteed Reach | 98% open rate via SMS/WhatsApp | Your advice is seen, not buried in an inbox. |
Australian Context
Built for the Australian Planner
We’re an Australian company solving a uniquely Australian problem.
75%
find retirement complex
AMP Research
80+
pages in a typical SOA
Industry Avg.
50s-60s
peak advice-seeking age
CEPAR
The traditional SOA format is failing. The Government’s own Quality of Advice Review has called for it to be replaced. Why? Because it doesn’t work for clients.
Research from CEPAR shows that as Australians hit their 50s and 60s, the cognitive ability to process complex new information begins to decline. And AMP research confirms 75% of this group already finds the retirement system complex. Sending them an 80-page legal document at the most critical financial moment of their lives is a recipe for disaster.
financeWOW is the antidote — providing the clarity and confidence your clients need to say “yes.”
Your Next Client is 5 Minutes Away From Saying “Yes”.
Ready to stop the follow-up chase and start closing deals at the peak of their excitement? Upload a sample SOA and we’ll show you the 5-minute financeWOW effect, for free.
No commitment. See results in minutes.