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

Product Propositions

A product proposition will identify and highlight the unique selling points of the individual product. Product propositions create a persuasive and unique way to sell each individual product. This creates value for the client and the organisation by linking the client balance sheet to a personalised financial plan.

All the products follow a format of:

• Risk
• Impact
• Recommendation

This format shows the client the benefits of action versus inaction.

3Q product propositions are entirely focused on the customer needs, and looks for ways to provide context, control and understanding from a customer’s perspective. Doing this ensures the financial organisation creates situations where customers have a clear reason to buy – rather then the advisor pushing a sale - thus strengthening their relationship with the financial organisation.

The solution creates a compliant, journalistic and jargon free report, which captures all the illustrations produced in the quote. This customised client report allows them to gain a further understanding as to why this product is needed and the associated benefits.

3Q’s product propositions include:

Product proposition benefits:

• Increases revenues by enabling sales teams to present a unique proposition detailing risk, recommendation and impact based on the customer needs.
• Reduce cost of sales by presenting a tailored proposition while remaining compliant.
• Provide a balance sheet view which give the sales people the ability to link sales propositions to an overall financial plan.

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