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The future of advice governance is here today
Adviser Audits made easy
Easily add advice reviews, and multiple files, into an Adviser Case in SAMI to review how an adviser is going across client files, and over time. Create proactive coaching plans or corrective, remediation plans with customisable workflow to ensure consistency and automated process. Deliver the help, advice and feedback to your Advisers when they need it with actionable items, easily tracked to completion, for your record keeping obligations.
Visualise key risks and trends
Monitor advice activity, trends across key requirements, advisers, practices, States and more. Validate or flag advice that is done well, needs improvement or is not acceptable, so that it can be managed appropriately.
Bringing efficiency to your Licensee professional standards
Out-of-the-box SAMI functionality, supports your efficient review of files for key legislative, regulatory, professional, and best practice areas, using relevant section highlights and key risk indicators to flag what you need to check, efficiently.
Easily customisable to suit your AFSL. Licensees can choose to customise their SAMI configuration to include AFSL-specific question sets, as well as including additional at-your-fingertip guidance on your AFSL's professional standards, rules and requirements, bringing efficiency and in-built training and consistency.
SAMI's onboarding specialists and business analysts work with you to design, test, and deploy your custom question set, rules and processes which form the core part of every SAMI-assisted advice file review.