Hitachi Solutions Canada, Ltd.

Hitachi Solutions Canada, Ltd.

4.5 stars (Rated by 9 customers)

Toronto, Ontario, CAN | View Map & Address

View Phone Number
Phone: +1 (416) 961-4332
Fax: +1 (416) 673-5165

Hitachi Solutions Canada, Ltd.

SharePoint Advisor Dashboard Solutions for Financial Services

(0 reviews - Review this app or service)

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.

Submit A Review

The views and opinions submitted and expressed here are not those of Microsoft.