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Become a trusted partner for women.

Did you know?

10%.

Only 1 in 10 women seek out financial advice, believing it's not right for them.

40%.

of the world's wealth is currently controlled by women. By 2030 it's estimated to be 60%.

80%.

of women who are interested in investing want to do it sustainably. 

Create an inclusive environment for women & lead the way as a modern Financial Services provider.

Improve your customer experience.

 

Create a tangible impact on growth by improving your customer experience to attract & retain more clients.

 

 

Invest in Advisor development.

 

Understanding, upskilling and personal growth for advisors including new & rejuvenated perspectives on female engagement.

 

Diversify your approach.

 

Inspire more women to join your organisation, creating attractiveness as an employer with a mobilised, motivated workforce utilising an inclusive and diverse approach.

 

Today I gave my first session to a client after my SmartPurse training. It was a complete success. How brilliant and therefore a big thank you!

Author
Julianne, SmartPurse accredited Advisor.

Learn from an innovator.

OlgaMiler, our co-Founder, is a global innovation expert with 15 years of experience in financial services, specialising in financial education, sustainability & gender-smart investing.

Olga has been broadly recognized for her transformational achievements in the financial services industry for women & gender equality, featuring in the global press and winning numerous awards including ‘Inspirational Woman of the Year 2019’ by CityWealth Magazine and a place on the Senior Leaders in Fintech Powerlist by Innovate Finance.

Following her career at UBS, Olga co-founded SmartPurse with Jude Kelly. She's also a featured columnist for Watson, writing all about women & money.

Our services.

01.

Client Advisor Academy.

With easy to digest modules, your colleagues can learn how to engage with female clients easily. The Client Advisor Academy includes money topic modules, checklists, calculators, trackers, and full access to our resource library.

02.

Instructor-led courses.

We have a variety of live & pre-recorded courses for you to choose from. Whether you want to explore money lessons with your colleagues in live, instructor-led sessions, or use an internal training session to learn from one of our video-on-demand courses, we have plenty of options to choose from; and we are constantly adding to that list. We can even design a course specifically for your business.

03.

Sponsorship & advertising.

We are always open to partnerships that develop outreach with clients whether that's sponsoring our Money Rally events, co-creating research & social collaborations.

04.

Events, workshops & speeches.

Our co-Founder, Olga Miler, has been working in Financial Services for over 15 years. She is an expert on gender smart investing, an award-winning innovator & a change-maker. As a keynote speaker, Olga brings knowledge, humour and passion to every money topic she speaks to. Jude Kelly, also co-Founder of SmartPurse, is one of the most important people in the arts. Having set up Women of the World (WoW Foundation) she truly champions and celebrates every woman's ability to better themself. Both can be booked for public speaking, podcasts and interviews on various financial, motivational & inspirational topics.

05.

Articles & blog posts.

We can create bespoke article content for your business needs, collaborate on writing blog posts, or provide existing content for your intranet, internal newsletters, website or any other way you publish content.

05.

White-labelling.

Would you prefer to provide any of our services as white-labelled content to your colleagues? We are happy to do that for you.

Our services will change the way you work with clients & catapult you into the forefront of women-led Financial Advisor services.

Benefits for you & your expert workforce.

  1. Understanding, upskilling and personal growth for partners.
  2. New and rejuvenated perspectives on female engagement.
  3. Access to relevant research and data gathered to improve and grow your business.
  4. Strengthened positioning towards clients, prospects and attractiveness as an employer.
  5. Value add to clients and community offering something more than the average.

Wow!  Thank you so much for taking the time to get involved and thank you for highlighting the female market so well with really practical takeaways for our Partners.

Author
Sharon, Propositions Manager

Try us for free & see what your talent thinks.

We can set up an onboarding call for all interested colleagues to explore the Client Advisor Academy in detail before you sign up.

Whether you're a boutique or large-scale provider give your colleague's the knowledge & experiences to do better.