Products - Dynamic Point of Sale

Dynamic Point of Sale® is our comprehensive application that supports the complete financial planning process.

It is suited to organisations, such as insurance companies, intermediaries and service providers, who require end to end support – from client management, fact finding, financial planning and formulating advice, through to product reporting and transactions, as well as process management for compliance and configuration.

Choose our full range of applications, or select those related to specific areas, such as investment, retirement, budgeting, property, or protection or estate planning.

Dynamic Point of Sale® enables advisers to enrich their relationships with their customers, by offering:

all the benefits of Dynamic Planner:

• greater customer interaction
• identifying alternative planning strategies and scenarios
• personalised, professional financial plans quickly and easily
• powerful graphics
• identifying financial needs and cross-sale opportunities
• developing opportunities for ongoing contact via reviews
• ensuring consistency in treating customers fairly

plus:

• complete customer management – from lead generation to regular reviews from a single input
• enhanced management reporting and documentation
• integration with leading platforms and portals for smoother processing
• easy configuration to meet your organisation’s needs
• audit trails to support your centralised compliance
• access to different levels of permissions
• salesforce performance management support

Using Dynamic Point of Sale® can transform adviser productivity, while ensuring the quality of the advice is maintained and consistent.

Please contact us if you would like to know more.