Superior sales patterns
Effective sales are a prerequisite of business. Every investment advisor and investment product seller has their own personal way of helping customers, but it may be necessary to harmonise and control investment and financial sector sales processes in different channels. The FA Sales solution supports meetings between sellers and customers, but at the same time prevents diversity deteriorating into pointless complexity.
FA Sales facilitates the preparation of background analyses for customers. It combines collected customer data with product information and provides sellers with ready proposals for the customer’s investment solutions. Investment proposals naturally vary according to the customer’s needs. FA Sales brings to proposals a regularity that is also evident in better sales results, as all advisors, irrespective of their roles, can offer the customer a clear solution proposal.
To support Tapiola Group’s sales through various channels, FA Solutions implemented a solution by which investment advice and investment product sales can be enhanced and harmonised at different operating locations and in different sales channels. The FA Sales online solution has been in use for over ten years and it has been developed according to Tapiola’s changing needs. The solution has hundreds of satisfied users in Tapiola Group’s extensive sales network.
LocalTapiola Group is a customer-owned group consisting of three insurance companies: LocalTapiola General, LocalTapiola Life and LocalTapiola Pension. It also includes LocalTapiola Asset Management Ltd, LocalTapiola Bank Plc and LocalTapiola Real Estate Asset Management.