ClearView Wealth Limited

Overview

ClearView Wealth Limited is an Australian financial services company based in Sydney, listed on the ASX under the ticker CVW. Founded in 1976 as NRMA Life and rebranded in 2010, it specializes in life insurance, superannuation, and wealth management services.

The company operates through three main segments: life insurance, wealth management, and financial advice. With a broad range of flexible insurance solutions, ClearView supports over 5,000 financial advisers nationwide in helping clients grow and protect their financial assets. As of June 30, 2024, the organization reported significant growth in in-force premiums and net profit, focusing on simplified offerings and enhanced adviser accessibility to improve client experiences and operational efficiency.

Basic Information

Contact Details

• Phone: +61 2 8095 1300
• Website: clearview.com.au
• LinkedIn: linkedin.com/company/clearview-wealth

Key Focus Areas & Initiatives

• Life insurance
• Insurance product innovation
• Digital transformation in insurance
• B2B
• Automated service platforms
• Consulting
• Adviser support systems
• Customer experience
• Product flexibility
• Client communication
• Customer trust
• Client relationship management
• Online policy customization
• Adviser support
• Online adviser platform
• Client engagement platforms
• Financial data analytics tools
• Financial performance
• Online adviser support
• Risk assessment
• Risk management
• Digital customer experience
• Online policy management
• Digital customer engagement
• Financial stability
• Customer engagement tools
• Policy customization
• Technology in finance
• Digital claims processing
• Digital insurance ecosystem
• Insurance product development tools
• Digital insurance services
• Financial advice technology
• Adviser platform integration
• Financial planning
• Insurance policy customization
• Client communication platforms
• Client retention technology
• Online insurance solutions
• Insurance sector
• Claim support
• Direct life, health, and medical insurance carriers
• Asset reserves
• Customer service
• Automated service
• Client retention
• Insurance products
• Financial adviser
• Data security
• Financial strength
• Digital insurance marketing
• Financial product innovation
• Financial resilience
• Digital client onboarding
• Income protection
• Adviser tools
• Australian market
• Client customization
• Business cover
• Insurance policy customization tools
• Retail
• Insurance policy management
• Client support
• Wealth management
• Insurance claims
• Digital insurance strategy
• Investment management
• Disability cover
• Premium growth
• Client relationship management tools
• Financial data analytics
• Digital platforms
• Financial planning tools
• Retirement planning
• Online access
• Financial advice
• Insurance policy digitalization
• Digital insurance platform
• Adviser network
• B2C
• Client customization tools
• Digital transformation
• Data analytics
• Product development
• Claim processing
• Life cover
• Services
• Trauma cover
• Digital insurance claims
• Adviser support services
• Critical illness
• Financial technology
• Financial advice support
• Product innovation
• Cloud computing
• Regulatory compliance
• Term life insurance
• Client engagement
• Adviser support technology
• Digital insurance solutions
• Business expense cover
• Total and permanent disability
• Child cover
• Flexible insurance policies
• Clear insurance choices
• Macro-level financial planning
• Insurance claims support
• Claims process
• Payouts
• Insurance premiums
• Mortgage protection
• Funeral cover
• Financial security
• Long-term relationships
• Personalized approach
• Beneficiary designation
• Financial protection
• Health-related insights
• Investment strategies
• Superannuation
• Healthspotlight
• Financial literacy
• Family protection
• Peace of mind
• Vulnerability support
• Claims acceptance
• Coverage options
• Customer testimonials
• Insurance industry standards
• Financial robustness
• Sensible public policy
• Customer feedback
• Expert underwriting
• Financial obligations
• Insurance benefits
• Target market determination
• Online account access
• Insurance transparency
• Good governance
• Insurance advice
• Finance
• Distribution
• Computer & network security
• Information technology & services
• Finance technology
• Enterprise software
• Enterprises
• Computer software

Technologies Used

• ADP
• Adobe Media Optimizer
• Cedexis Radar
• CloudFlare Hosting
• Cloudflare DNS
• Google Tag Manager
• Mobile Friendly
• Outlook
• Segment.io
• Vimeo
• reCAPTCHA