Financial Services
Wealth, Insurance and Advice Built on Trusted Data You Can Act On
Financial services firms sit on enormous amounts of client data spread across legacy policy systems, platform providers and third-party administrators. When that data is fragmented, compliance becomes expensive and client experience suffers.
Novon works with wealth managers, insurers, advice licensees and platform providers to pull this data together and build the foundations that modern advice, underwriting and client servicing depend on.
Data Foundations for Modern Advice and Underwriting
Our consultants understand the regulatory and operational realities of wealth, insurance and advice. We help firms move faster without cutting corners on compliance or client outcomes.
Bring client and policy data together across legacy admin systems, platform providers and internal CRMs into a trusted single view.
ASIC, APRA and AFSL obligations supported by auditable data pipelines with the lineage and controls regulators expect.
Data infrastructure that makes AI-enabled advice, next best action and automated client engagement genuinely viable.
Integrated data platforms that give underwriters, actuaries and claims teams the information they need in the form they need it.
Connect adviser platforms, fund administrators and policy systems without creating another fragile integration layer.
Governance frameworks that protect client data, meet Privacy Act obligations and hold up under audit.
We have helped wealth managers, insurers and advice businesses build the data foundations that actually deliver.