Financial advice with basis in customer needs
Giving fit and proper advice requires insight into the customer’s situation and needs.
Our solution helps an advisor to establish the customer’s financial situation by importing existing information and agreements from a wide array of sources. This provides a solid foundation for giving advice and recommendations related to purchasing financial products. The customer can be a single person, a family or a company.
The advisor maps and quantifies the customer’s needs, which serves as a basis for proposals relating to:
• Investment and savings goals
• Securing the economy in case of disability, death, separation and unemployment
• Financing mortgages or other investments