Simplified financial planning and financial
advice for the emerging mass affluent and
retail segment.
Leveraging of graphical calculators and
quick dialogues to deliver affordable yet
methodological correct advice.
Focus on identifying customer needs and
ability to configure and sell financial
solutions relevant to the needs.
Key functionality:
Extended Single Customer View
Fact finding and structured interview
processes
Need analysis and dashboard
Calculators and simulators for lending,
retirement, insurance and investments
Intelligent product catalogue
Proposal engine for each need area
Alerts
Access to self-help calculators and
financial check-ups over the Web
Full integration with CRM
Benefits:
Understanding customers by aggregating a
sales-oriented ‘single view’ from
different systems
Efficiency in advisor-to-customer
service ratios
Informed and personalised proposals by
using intelligent analytic tools and an
advisory engine
High customer engagement with tailored
financial strategies based on individual
needs, wants and goals
Delivery of the advisory process across
multiple channels
Advice-led
Selling
