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Portfolio management

2.8 - step 1@4x mobile 2.8 - 2@4x-1
2.8 - step 2@4x mobile 2.8 - 2@4x-1
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Consumers’ uncertainty about the extent to which their insurance product still suits their existing situation.
The addition of data provides a sharper focus here: new premiums, family situation, changed economic circumstances and personal goals.
More loyal customers. Improve the return on your customer portfolio. Meet regulatory requirements for active customer management.

 

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.

 

Benefits

  • 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.
 
Find out more

Other modules of TJIP Smart Platform

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Financial planning

Better advice and higher returns per client through deployment of financial planning services.
To the module
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Insurance Orientation

Save time. Compare insurance products in one central place.
To the module
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Mediation

Making insurance products available for advice and mediation.
To the module
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Administration

Setting up an administration quickly and efficiently, independent of internal IT roadmaps.
To the module
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PSD2 insights

Seamless integration of PSD2 data within processes. Fast, secure and reliable.
To the module

Discover our Smart Journeys

Smarter
Financial planning

Help your customers achieve their future goals.

Read more

Smarter
Living

Focus on the customer's personal situation and housing needs.

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Smarter
Insurance

Be where your customers are. Easily bring new products to market at low cost. 

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Customised Smart Journeys

We also work closely with clients to create customised solutions that go beyond what is common elsewhere. This creates an exceptionally good user experience that makes clients stand out in the market.

 

Discover our Custom Solutions

Want to know more about TJIP?