We help financial services business to leverage digital

Services

Your Advice Practice

Would you like to improve your use of digital and reduce those unneccessary manual processes?

We've helped practices in many and varied ways. From reviewing Client Journeys and engagement processes - through to setting up an intranet to improve the internal management of documents and processes. Have you taken the time to ensure your online presence reflects you and your business?

Digital Strategy

Helping guide your improvement journey!

We can help you map out a plan to improve your processes, client engagement and even staff experiences. This might start with mapping your key journeys, and then focusing on the areas that make the most sense.

Finding supporting services

Need to improve your use of tech?

Looking to improve your tech stack and unsure what your options are? We can help you evaluate your options - while making the most of what you already use.

Consulting Services

Targeted support to help leverage digital!

If you're having trouble making progress with digital projects, or would simply like to get more out of the systems you're using, we can help!

Technology Development & AI Solutions

We’re at the forefront of exploring AI-driven technology to support and enhance financial advice.

Our focus is on developing point solutions that address specific adviser needs, enabling more efficient processes and client engagement. For those looking to navigate the world of AI, we also provide guidance, training, and hands-on support to help integrate these tools effectively.

If you'd like to know more about what we're developing or discuss how AI can drive innovation in your practice, let’s have a conversation!

About

Hey, I’m Marc Fabris, and I’m thrilled to welcome you to Point1! Let’s dive into what makes this journey so exciting.

Ever felt like your advice business could use a spark? Or maybe you’re knee-deep in the challenges of today and could use a hand to create an effortlessly engaging client experience.

Perhaps you’re on the other side of the table, supporting advisers and eager to provide top-notch services, education, and game-changing guidance. If any of these sound like you, then you’re in the right place.

My mission? To be your compass in the digital realm, helping you strike the perfect balance between quick wins and long-term strategies.

With a solid track record spanning the insurance landscape—think distribution, sales, product management, research, and strategic marketing—I’m ready to roll up my sleeves and help you achieve greatness. Oh, and did I mention I led the digital charge at Australia’s largest retail life insurer? Yeah, that too.

While my adventures have mainly unfolded in the land Down Under, I’ve also had the privilege of collaborating with teams across Europe and North America. But here’s the best part: I’m not one to just talk the talk. I’m all about walking the walk and making a real impact.

And let’s talk about Life Insurance—my specialty within financial services. It’s not just about numbers; it’s about creating meaningful connections and delivering value that lasts.

If you’d like to talk a little more about this topic, head over to Risk Hub. This resource centre is aimed at directly supporting the delivery of Risk Insurance advice. Find service providers, find quicker access to Insurer information, and much more. https://riskhub.com.au.

So, what’s the secret ingredient that keeps me going? A passion for change that’s backed by action. Let’s roll up our sleeves, dive into new opportunities, and make things happen together.

I’m delighted to have you on board as we embark on this journey of collaboration, innovation, and redefining success in the financial services arena. Let’s get started and make a dent in this universe of possibilities!

Contact Us

Supporting Financial Planning practices, Life Insurance professionals and Life Insurance product providers

Digital consultant, Marc Fabris, draws on extensive experience across the insurance industry both locally and globally – which includes distribution and sales, product management and research, strategic marketing and executive level Digital leadership.

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