Investment advice is a trust business, where it’s essential to understand not only customers’ wishes but also their background and the financial aspects of investing. Investment advice requires the support of a comprehensive customer and product information system that also takes into account the challenges presented by changing markets and legislation.
FA’s system gathers statutory background information on investor customers. On the basis of background information, investment advice can be highly individual, where the system acts as an analysis tool. Pre-filling of subscription forms and contract papers in the system accelerates the rollout of investment proposals. Security and certainty are increased when the system delivers all the contract documents automatically to the customer.
Tapiola Group was looking to develop their investment advice service. FA’s software was used to implement a solution that helps customer relationship staff identify a customer’s needs at any given time, prepare a suitable investment proposal complete with documents, and be able to justify easily to the customer the proposal’s suitability.