WisePorter in finance: performance, flexibility and efficiency wherever you look
For banks, insurance providers, insurance comparison and financial advisors
What your business gains
Shorter time-to-market. You can turn your brilliant ideas into new offerings and start selling them within minutes. No need for an IT project with related costs and timelines.
Higher sales thanks to personalized offers. You can tailor your offers to each customer’s specific situation, with ideal timing, through the most suitable sales channel.
Modern business scenarios. You are finally able to easily create and offer the most suitable combinations (packages) of products and services from various companies in your group under a common identity.
Clarity and tidiness in your vast product portfolio and unified reporting about its contents.
Independence from specific people. Even if a key person leaves, your know-how stays in your system.
What your customers gain
Relevant products matching their needs, their problems and their situation at the time (based on the information you have gathered about them)
Meaningful offers from various companies in your group, e.g. mortgage, loan, insurance, investment opportunities, savings advice or anything else appropriate for their situation
Timely solution to their problems and personalized approach which will increase their loyalty to your company and brand
What your IT can do now
Deliver an omnichannel solution – finally, there is a single source of truth about all products and services for all sales channels
Consolidate your reporting – since there is one unified system
Minimize the time wasted setting up various parameters, instead of focusing on developing new, useful solutions.
All of this is feasible even if you are a large, traditional bank or insurance company. Yes, we can hear you say:
“Our internal environment is too complicated for this.”
Maybe it is. But we have no ambition to overhaul your bank’s infrastructure with hundreds of mission-critical systems. On the contrary, we specifically aim at areas where it makes most sense. Working closely with you, we will identify and solve specific problems with highest added value and lowest risk – typically internet- and mobile-banking, where your competitors have been stealing your customers.
If, on the other hand, you are a new bank, financial advisory company, or insurance comparison site, WisePorter will help you establish an extremely flexible architecture right from the start. You will maintain your ability to react to market changes for many years to come.
What you can do yourselves with WisePorter in a few clicks
Offer personalization
Offer the most relevant products to your clients and increase the conversion rate using everything you know about them to personalize your offers:
Segmentation
Client’s needs
Product rules
Client’s creditworthiness and credit risk
Client’s overall value across all your (or even your group’s) products
Campaigns and prepared packages
Parameter calculation
The whole sales process can be driven from one place:
Automated evaluation of the collected parameters and other data in order to further drive the sales process
Individual offers
Fees to be charged
Additional services and packages
Alternative products
Evaluation of limits, exceptions and approval authorities
Simulations and calculations, such as interest rates, payments, APRC, etc.
Offer comparison
Don’t create set products and search for possible customers. Rather, create flexible products with parameters which will help you better address specific needs of your clients:
Search for relevant products based on the client’s needs
Compare multiple options based on their parameters (fees, insurance coverage, APRC, interest rate, etc.)
Location within the client’s life path (e.g. a mortgage is followed by a loan for house equipment)
Time to market
Start selling your new products in minutes, not months. This is not an exaggeration, this is perfectly possible. Present your proposals to the clients at the right time:
Product managers can change the products themselves.
No waiting for the IT department or vendor to make the changes.
Changing your product offer costs you nothing, it can be done in a few clicks.
Business tool for human users
All settings in one place with a user-friendly interface. Your employees don’t need to be IT experts to configure your offerings:
Product packages
Additional services
Interest rates and fees
Move sales from your branches to on-line
What you gain:
The same level of personalization, individualization, and exceptions that your clients expect in personal meetings can now be delivered by the computer
Indulge your clients with personalized service from the comfort of their homes
Reduce your costs
Documentation and price lists
Automated processes will ensure that all product changes are automatically reflected in:
Contractual documentation
Price lists
Methodology
Product change management
Avoid the mountains of e-mails and excel sheets. Have a clean picture about:
Who should be involved in each step of a new product’s creation
Who should be informed about a product change
Where in its lifecycle a product is and what needs to be done next
Group identity of a client
Profit from being a part of a group:
Use the information you have about the client to the benefit of the whole group
Give your valued customer the same care throughout the whole group
Offer them the whole group’s products in one place
Make them feel the benefit of being a customer of a big company
Key take-aways: 3 ways, in which WisePorter will make your work easier
IMMEDIATE CHANGES TO YOUR OFFERING
Give your product managers a tool which will allow them to change your offering themselves, quickly and without a time-consuming IT project.
MOVE SALES FROM OFFICES TO ON-LINE
Move the majority of your sales processes to on-line and let your clients solve their needs from the comfort of their homes, whilst reducing your office costs.
GROUP SYNERGY
Use the group knowledge, partner offers and all client-related information you have to sell them what they really need at the time.
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