Sales
From engaging financial advice to sales success
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
- Efficient, productive sales processes
For more information, contact the Finantix team
