Distribution Technology provides a range of products which can be implemented, configured and integrated to provide marketing leading Wealth Management technology solutions.
Needs addressed:
- Dramatically increase adviser or agent productivity
- Increase cross-sales and up-sales
- Build longer term customer relationships
- Enable simple, fast, high volume product sales
- Enhance the consistency and compliance of advised sales
- Centralise compliance monitoring and risk management
- Remove the need for re-keying across multiple systems
- Enhance salesforce management through real time MI and key performance indicators
- Manage advisers’ scope, range and permissions centrally
- Deliver advised sales via call centres
Functionality covered:
- Easy-to-learn and easy-to-use adviser applications
- Campaign management and client filtering
- Lead allocation
- Fact find and Know Your Client
- Real time needs analysis
- Product research
- Auto advice formulation
- Create recommendations
- Financial planning
- Portfolio analysis and fund selection
- Quotations and illustrations
- Suitability reporting
- Transaction creation
- Electronic client file and document storage
- Pre- and post-sale compliance file checking
- Centralised salesforce and compliance management
- Adviser registration and permissioning
- Management information and Key Performance Indicators
- CRM integrations
- Workflow integrations
- Automated sign on from other systems
