Using the solution for distribution
The offering of financial products.
The advisor can input changes in the customer’s existing agreements and create new ones. The advisor can also access a product registry containing a complete overview of all the financial products the bank distributes. The need for registering information twice is avoided through automatic export to the relevant core systems, enabling a considerable reduction in associated costs of distribution.
The bank chooses which relevant agreements to administer through our solution. It can provide support when changing and creating new loan agreements or mortgages, savings agreements and insurance products related to both non-life, life and pension.