What is it?
A smart workflow that helps to increase the return on an existing customer portfolio by approaching the right customers at the right time with relevant information and the opportunity for advice. It also helps financial service providers to comply with regulatory guidelines on customer management.
The module makes it possible to grant your employees and also external advisors access to the files. In this way, they can handle the files themselves. They can view the files of their relations, invite their relations for an online consultation or make a trial calculation based on existing data.
Because it is a web-based solution, all employees work with the same version and all information that is processed can be viewed in real time.
The system has been set up in such a way that it is easy to make reports.
- Get more return from the customer portfolio.
- Helps to meet guidelines and requirements from regulators.
Interested? Schedule a demo now
This module is part of TJIP Smart Platform. A unique modular platform for financial service providers which helps end users choose, close and customise financial products.
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