Is your technology fit for the future?
Technology plays a critical role in adapting to meet the challenges your business may be facing:
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transitioning towards fees
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consolidating assets onto a platform
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improving productivity
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enhancing consistent and compliant processes
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greater adoption of financial planning services
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developing effective customer servicing propositions for different customer segments
How Dynamic Planner can make a difference
Dynamic Planner can help you tackle these challenges; providing benefits to your business, advisers and end customers. We call it ‘enriching relationships’.
Unlike traditional back office technology, Dynamic Planner delivers:
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repeatable processes – ensure your advisers and customers benefit from consistent and compliant processes
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enter data once, re-use many times – ensure that once a customer’s data has been entered it is used to create their plan, support sales, build reports and letters, run marketing campaigns and service their valuations, without having to be re-keyed
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easy to use – built for advisers not administrators, Dynamic Planner is easy to learn and easy to use
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award winning, fully integrated financial planning tools – risk profiling, investment and financial planning fully integrated into your customer management
68% of advisers using Dynamic Planner stated it allowed them to undertake regular financial reviews, 73% say it has helped to increase the number of sales, 74% say it has improved their ability to treat customers fairly and 77% were better able to maintain the consistency of their advice (source: DT Adviser Survey, May 2008).
Find out more about:
Please contact us, to discuss how we can help your business.
