Enterprise Financial Advice Management Solution
Make every interaction count
Our financial advice management solution enables banks, insurance firms, broker/dealers, and financial services organizations to fully leverage their technology investment.
You're in control
You control the content, look, message, and end results with the Presentation Editor.
- Create new and edit current presentations.
- Incorporate your products, marketing messages, branding, images, links, and research.
- Inject your sales process for consistent sales practices and to meet your sales objectives.
- Quickly and easily update content to changing market conditions, compliance needs, and client segments.
A multi-channel solution
- Self-serve prospects play with basic modules and become leads.
- Call center sales agents grant access to more detailed presentations as clients become ready.
- Retail branch advisors guide client interactions, provide consistent advice, build deeper relationships, and drive product offerings.
- Wealth center financial planners build and present detailed plans in a collaborative setting with clients.
Meaningful. Cost-effective. Productive.
Integrate all aspects of financial advice delivery – from lead generation to sales to ongoing client service.
See our online brochure to learn more.
The Enterprise Financial Advice Management Solution provides:
- An experience that is targeted to the client’s level of understanding and level of interaction with your firm.
- An easy-to-use, engaging, interactive interface that leads to deeper client relationships.
- Control over what users access, from the simplest of needs-based presentations to the highest net worth plans.
- One engine that powers consistent calculations and results.
- The ability to customize to your branding, your messages, your sales process, and your product recommendations.
- The flexibility to adapt to market conditions, client segments, compliance needs, and corporate marketing campaigns.
- Integration across delivery channels to optimize sales resources and provide a consistent client experience.
- Easy-to-deploy technology (HTML5, device-agnostic, cross-browser and mobile compatible, online/offline, able to integrate with your current platform).
- ISO/IEC 27001:2005 certified hosting services.