Personal Finance · Adviser Enablement

Turn your adviser PDFs into a beautiful, swipeable feed.

Old Mutual Connect replaces the email attachments no one opens with a mobile-first carousel of bite-sized articles built for Personal Finance advisers — product updates, sales tips, compliance reminders and market talking points. Design pretty pages in the admin studio, publish instantly, and see exactly what your advisers read.

Live demo

Admin content studio

The PF content team creates and edits articles with images, video, links and rich text. A live phone preview shows advisers exactly what they'll see.

Engagement dashboard

Track views, read-throughs and link clicks per article — with trend charts so the enablement team can prove impact.

Swipeable adviser feed

Advisers scroll left and right through articles and tap "Read more" to expand longer content, watch videos and follow links.

From PDF to published in minutes

A simple flow for the content team and a delightful one for advisers.

1

Create

Write an article in the studio with headings, images, links and video.

2

Preview

See the live phone preview and reorder the carousel by dragging.

3

Publish

Flip to Published and it appears instantly in the adviser feed.

4

Share & measure

Send a WhatsApp preview and watch engagement on the dashboard.