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ObjectWay Financial Suite has been developed to meet the needs of offering financial, banking and insurance products to the public through tied-agents.
and Objectway Advice - CRM supports the management of the customer relationship, a key point for the short- and long-term success of the sales process.
OFS Advice - CRM supports customer management processes for prospect and active customers.
Covered areas are:
The solution has many advantages:
Objectway Advice - CRM is an integral component of the ObjectWay Financial Suite.
WHO & WHAT
Fineco Bank – UniCredit Group, with a network of 3000 Personal Financial Advisors, 865 thousand customers and 30 billion in assets under management, selected ObjectWay Financial Software to support customer management and advisory services in preparation for MiFID.
The platform includes the Personal Financial Planning, Portfolio, MiFID Adequacy and Appropriateness modules to support its advisory services.
It is a flexible and outstanding solution for the provision, through a single access point, of the functions and data necessary for customized and real-time advisory services.
The UBI Group selected OFS Advice - Portfolio, ObjectWay Financial Advisory and ObjectWay ANT – Distribution Networks to support its network of approximately 1,000 tied agents, advisors, private bankers and brokers.
One of the key advantages for UBI of ObjectWay is the flexibility of the software in handling different types of fee income and expenses for the networks of each bank of the UBI Group: Financial Advisors of UBI Banca Private Investment, Banca Popolare Commercio e Industria brokers and Banca 24x7 brokers and financial services agents.
MONTE DEI PASCHI PROMOZIONE FINANZIARIA
Monte dei Paschi Promozione Finanziaria is a unit of the Monte dei Paschi Group that has a network has more than 1,000 Personal Financial Bankers and financial advisors.
The Consorzio Operativo, which is a Montepaschi Group service company, selected OFS Advice - Portfolio, ANT Distribution Networks and MBO and Incentives software to support the bank’s operations.
Allianz Bank Financial Advisors is the multichannel bank of the Allianz Group in Italy. It operates in the insurance and asset management sector through a network of approximately 3,000 financial advisors and 12 branches, and has assets under management (funds, wealth management, life insurance and custody) of nearly € 20 billion.
Allianz selected ObjectWay ANT for the administrative and commercial management of its sales network. Its Internal Audit Department uses ObjectWay TA WEB to monitor advisory services as recommended by Assoreti, the Italian association of financial advisory firms.