Sales applications for financial products
With our experience in the design, development and integration of software technologies for financial advice, we help our clients to stand out in a highly competitive environment.
The automated integration of processes and existing data reduces the administrative workload. The financial advisor can concentrate on their core task: advising the customer and selling a product.
Our approach
- Financial applications with a clear sales approach facilitate both advice and product sales. Mobile financial advisory solutions expand the possibilities for companies.
- Plausibility checks and verification functions built into the software help to reduce liability risks and reputational losses.
- Integrating the systems of product providers and financial distributors into the software increases user acceptance and the brokerage rate.
- Das Wissen The knowledge and business logic of the products is stored in a central product management system.die Geschäftslogik der Produkte wird in einem zentralen Produktmanagementsystem gespeichert.
Sales applications
Our financial advice applications help you to explain complex relationships with just a few clicks and to present the possible solutions / products to your customers in a convincing way. We support you in the design and implementation of the following aspects, for example:
> Transfer sales arguments into visually appealing and easy-to-use applications
> Optimum relief of the consultant from routine work and administrative superstructure
> Intelligent software design to be able to react flexibly to new market developments
> Extensive digitalization and with integrated processes
> Optimal support for existing processes too
Product Management
The central idea of a product management system is to store product knowledge in one place and automatically make the information available to the surrounding software landscape.
In our projects, we deal with the following topics, for example:
Development of product specifications and product filters
Definition of product dependencies (e.g. possible bundles or exceptions)
Definition of loci for calculating tariffs
Management of plausibilities for product selection and application, e.g. occupational lists, investment options
Management of requirements, documents in accordance with the Insurance Contract Act, forms …
