FiANTEC – Market

The key phrase is Total Finance – ready for anything?
Financial service providers can do more. Specialisation in pure money transactions was yesterday. Total Finance is today. Customers expect a competent financial service provider to be able to sell insurance and advise on insurances just as he does with investment funds and Spar-Cards (cash cards). A lot has happened in this area. The market has become noticeably more complex and dynamic. What counts is flexibility. And flexibility means rapid reactions. Recognising quickly where the market is going. What the customer wants. And what will work tomorrow.

Your coach for sales
Identifying the market and recognising trends is one thing. Reacting is another. In order to deal swiftly and flexibly with changed market demands, your sales function must hold together as a unit. If it doesn't do that and the curves on the sales graphs fall, then a comprehensive review of your business processes is called for. Improve the transparency of business processes and productivity in sales with the use of software systems that calculate the business cashflow, analyse business activities in real time and present complex networks of relationships clearly. Decide in good time on a soundly based system that puts your Total Finance services on a firm footing and automatically carries out commission calculations.

Everything at a glance
What does a software system have to do in order to make complicated sales processes really transparent? It must reflect all the customer contacts in the finance business and handle the administration of the products from several suppliers including their specific commission agreements, commission checking and settlements with employees. In addition it should provide regular standardised and one-off reporting on the sales results. Additional requirements: simple recording of transactions and application administration as well as the integration of data from existing software set-ups.