Your business challenges are as dynamic as your marketplace. Ever changing regulation, competition and economics mean delivering financial planning and regulated sales is all too often painful rather than profitable. It is painful for you as a large financial institution, seeking to grow your distribution while valuable advisers spend too long carrying out manual analysis, completing forms and re-keying data. It is painful for your advisers who would much rather be building relationships than doing the paperwork and it is painful for your customers who struggle to gain access to your advisers.
So how do you deliver profitable financial planning and regulated sales in a way that allows you to react swiftly to the market when you need to?
That’s where Distribution Technology comes in. Distribution Technology provides a range of dynamic wealth management, and financial planning and sales applications which:
Uniquely our powerful applications dynamically incorporate best practice financial planning models through our proprietary Financial Ecosystem to make sure any sale; simple or complex, is made efficiently consistently and compliantly each time every time. Our solutions support mass market, mass affluent or high net worth propositions.
Unlike traditional solutions which require significant investment in lengthy custom developments, our range of highly configurable turnkey applications enable institutions to get up and running, realising benefits fast.
Our Planning and Sales Platform can be deployed on demand or on premises and is built to integrate into your core CRM, workflow and transaction/ product administration technologies. We work closely with a number of partners to ensure rapid, successful deployments.
Planning and Sales Platform functions including Distribution Technology’s best-in-class Financial Ecosystem which supports multiple languages and global currencies can be accessed via third party applications using mature APIs or web services on a SOA basis. Mobile salesforces are supported through online/offline synchronisation.
“Our future success depends on our ability to deliver operational effectiveness and the automation of our advice process will play a central part in this delivery. We selected Distribution Technology to partner with us, following a rigorous process that involved Advisers, Sales Managers and Support Centre staff and we are confident that they will prove to be an excellent choice.”
- Peter Ellen, Chief Operating Officer, Openwork
