Distribution Technology provides a range of products which can be implemented, configured and integrated to provide marketing leading Consumer Planning and Sales solutions online.
Needs addressed:
- Steal a march on the competition by acquiring new customers online
- Build broader relationships with customers through online access to their long term financial plans and products
- Support existing customer relationships through online access to high quality financial help, guidance and advice
- Generate leads by engaging with customers at an early stage in their financial decision making
- Speed in-branch or face-to-face meetings by preparing customers and acquiring customer information online
- Support customer journeys across multiple channels
Functionality covered:
- Automated advice and guidance
- Interactive, compelling, customer journeys
- Powerful graphics and calculators explain financial concepts and results
- Easy to understand online education and help
- Configurable customer journeys
- Multi-channel workflow services
- Compliance management and audit trails
- Support for straight through sales process
- Access to Financial Ecosystem and rules engine to power customer journeys in your own or third party software
