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
Want to speak with an Advisor Dashboard expert directly? Contact us online or call 1-866-816-4332.
SharePoint Advisor Dashboard Solutions for Financial Services has not been reviewed by any customers.
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