Products - Dynamic Point of Sale

Dynamic Point of Sale helps increase the productivity and compliance of your advised distribution, whilst enhancing management reporting and salesforce management.

Dynamic Point of Sale combines proven planning and sales technology with comprehensive CRM and client management services, adviser management and reporting. It also integrates with leading platforms and portals meaning that your advisers only have to learn and use a single application.

This highly configurable application is designed to meet the differing needs of large direct salesforces within banks, life and pension providers and large distributors.

Key benefits:

Maximise productivity and release the potential in your business
Dynamic Point of Sale’s end-to-end sales process allows advisers to receive and manage leads, fact find their client, analyse needs, research products and funds, produce illustrations and generate reports and suitability letters. The seamless nature of this application means that the sales process can be reduced by up to 50%.

Increase sales and profitability
Increase cross sales through automatic identification of needs during the sales process. Leverage the value of your existing client base through creation of campaigns in Dynamic Point of Sale, driving greater sales.

Maximise consistency and improve your compliance and risk management
Robust financial planning modules enable every adviser to provide consistent, high quality advice within your framework or proposition. Pre- and post-sale file checking, audit trails and centralised compliance, combined with adviser permissioning mean that you can manage compliance in real time.

Easy-to-learn and easy-to-use application increases adoption
Intuitive, elegant, user interface with in-built, context sensitive help suports ease of learning. Configured ‘tasks’ mean your common processes can be accessed and completed quickly

Manage your salesforce, centrally
Set up and manage your organisation’s hierarchy and assign associated permissions to advisers, managers, branch offices, regions and channels. Manage performance in real time through activity, pipeline and new business tracking.