Tony van Niekerk, COVER
As the financial services industry steadily accelerates toward digitisation, intermediaries and advisors are increasingly seeking smart, secure solutions that reduce admin, enhance compliance, and improve client engagement.
In a recent discussion with Sean Barrett, CEO of FSPHub, I explored how their evolving digital platform, particularly the Formulate module, is delivering just that.
At its core, FSPHub has always had a simple mission: to make it easier for financial intermediaries to do business. With a strong focus on delivering a single client view, the platform helps advisors maintain seamless, accurate engagement throughout a client’s financial journey. Communication tools like email and SMS have long been part of this ecosystem, and the platform is now expanding into WhatsApp integration to meet clients where they are, securely and compliantly.
Formulate, a recently launched module within FSPHub, allows intermediaries to build, send, and track electronic forms. Everything from onboarding documents to policy confirmations, all within a secure, auditable environment. Using a simple form-builder interface, advisors can quickly create client-friendly forms that support digital completion and signature using a One-Time-Pin (OTP) process.
But Formulate goes beyond just form-building. It also allows users to upload externally generated documents, such as policy schedules or claim forms from insurer portals, and send these to clients via a secure link. Clients can download, complete, and re-upload documents through the same encrypted pathway. Every action is logged in a complete audit trail, with the final version saved to the client’s digital file in FSPHub.
This feature has proven especially valuable in bridging a persistent gap in the industry: ensuring the secure return of important documents without relying on email attachments or chasing client responses manually.
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One of the key differentiators of FSPHub is its open architecture. While it offers an all-in-one experience for communication, workflow, and document management, it also allows integration with external policy admin systems and investment platforms. Whether via APIs or SFTP (secure file transfer), FSPHub can absorb updates and data from multiple sources, critical for practices that juggle different platforms for life, wealth, and short-term insurance.
And while many intermediaries are still stuck with fragmented client data stored across systems and inboxes, FSPHub aims to centralise it all. This “single view of the client” not only improves service but also enhances compliance and operational efficiency.
One of the biggest barriers to digitisation, especially among smaller advisory practices, is the perception that tech is expensive, complex, or time-consuming. Sean Barrett debunked that notion: “Advisors don’t need any extra knowledge to get started. We offer full support, templates, and remote training. You can be up and running in three to five working days.”
Formulate is fully integrated into the broader FSPHub ecosystem, allowing users to trigger digital forms directly from workflows. Many fields, such as name, ID number, and contact details, are automatically pre-filled from the client record, saving time and reducing errors. The platform also provides self-help tools and one-on-one guidance, ensuring that even the least tech-savvy users can harness its power.
What stood out in the conversation was how user-friendly and even enjoyable the form-building process is. Formulate supports drag-and-drop components like dropdowns, date pickers, radio buttons, and even the ability for clients to upload photos, documents, or voice recordings, ideal for claims or onboarding scenarios. The result? A dynamic digital form experience that’s anything but boring.
The platform also supports integration with external signing tools like QuicklySign, where certified digital signatures are required, such as for certain investment or life insurance products.
Ultimately, FSPHub’s ecosystem, with Formulate at its centre, is not just a digital toolbox. it’s a strategic enabler for the modern financial advisor, improving productivity, client service, compliance, and business sustainability.
For any FSP looking to streamline operations and embrace a more digital future without overhauling their business overnight, the message is simple: let’s have a conversation. There’s nothing to lose, and a lot to gain.
As Sean put it, “We built this to be powerful, secure, and fun to use. Advisors who try it often wonder why they didn’t make the shift sooner.”