SharePoint Advisor Dashboard Solutions for Financial Services
Service Type:Consulting, Professional Service
Business Need:Data Analytics, Reporting, Business Intelligence (BI)
Works With:Microsoft SharePoint Server 2010, Microsoft SQL Server 2005, SQL Server 2008 Standard Edition
Industry Focus:Financial Services
Ideaca's SharePoint Advisor Dashboard solution for Financial Services offers customized role-based dashboards & reports for financial advisors, administrators, branch / regional managers & executive management teams. We provide rapid deployment via 20+ pre-defined dashboard & report templates.
Ideaca's SharePoint Advisor Dashboard solution for Financial Services deliver a holistic view and empower individuals in Financial Services organizations to help increase the profitability of the retail branch, advisor storefront, or insurance agency / brokerage through improved customer service and an improved ability to provide clients with a full range of financial products and services.
Drive Sales Performance & Revenue:
- Increase visibility of differentiated customer needs by segment to your sales force; guide your sales force to offer the right products at the right price and right time.
- Make it simple, fast & easy with a single-integrated view of sales targets, productivity, campaigns & promotions.
- Incent sales behaviour to grow high quality households & fee-based revenue via holistic benchmarking against peers or competitors.
What Can You Expect?
Ideaca's “in-a-box” solution accelerates rapid deployments so our clients can more quickly benchmark & measure tangible ROI.
- Increase revenue from fee-based advisory business
- Increase total assets under management
- Increase household size & quality
- Increase lift via up-sell / cross-sell
- Increase percentage up-take of targeted campaigns and offers
SharePoint Advisor Dashboard Solutions for Financial Services has not been reviewed by any customers.
The views and opinions submitted and expressed here are not those of Microsoft.