Our Solutions -> Product Propositions -> Financial Planning -> Wealth Management

Financial Planning

Here we introduce the concept of dynamic financial planning; constantly scanning client portfolios and product sets to identify opportunities, problems or changes that should be advised and actioned for clients. The key to this is selling based on the financial plan and a short, medium and long term agenda.

Many financial organisations already sell based on a financial plan.  3Q's solution can maximise this capability and build the clients portfolio based on their financial needs.  This solution allows for consistent client analysis, agenda setting, 24/7 communication and constant action planning.  This financial plan is underpinned by product propositions. 

Through collaborative communication, both the financial advisor and client can work together to address finances and build towards reaching financial independence and maximising net investible assets. 

The information provides the opportunity to advise how to:

• Protect Assets
• Accumulate Assets
• Create Income
• Manage Cashflow

Financial planning functionality includes:

• User Monitor
• Market Monitor
• Client Monitor
• Finance Monitor
• 24/7 Marketing
• Reporting
• Customer Workbench
• Action Planning
• Broadcasting
• Configuration

Financial planning benefits:

• Link sales to customer needs and services accordingly
• Increased customer retention
• Increased sales opportunities
• Builds trust and confidence between the financial advisor and the client
• Working from a short, medium and long term agendas, covering all eventualities
• Pro-active financial planning which drives service and satisfaction scores

For more information on 3Q's model, please visit Our Approach.