Finaeo Puts Client Management to the Forefront with a Smart Mobile Engine
Amelia Roblin — May 22, 2017 — Lifestyle
The business of insurance has the power to support people –– a feature that was centrally considered throughout the design of this insurance advisor app. Called Finaeo, the application was created by and for advisors, enabling routine tasks to be easily accomplished, accessible and automated; all this while putting true client relationship management into the spotlight.
Facilitating the administration and organization of individual coverage and group benefits, the insurance advisor app stores all account data and offers up the most valuable information in an intelligently relevant manner. The advisor gets notifications, creates timelines from all touch points and is presented with client profiles that better represent the people behind the plans. Finaeo is a CRM that ensures nobody is left behind, no opportunity is untapped and business can be conducted anywhere.
Facilitating the administration and organization of individual coverage and group benefits, the insurance advisor app stores all account data and offers up the most valuable information in an intelligently relevant manner. The advisor gets notifications, creates timelines from all touch points and is presented with client profiles that better represent the people behind the plans. Finaeo is a CRM that ensures nobody is left behind, no opportunity is untapped and business can be conducted anywhere.
Trend Themes
1. Insurance Advisor Apps - Smart mobile engine puts client management at the forefront of insurance advisor app design.
2. Intelligent Client Relationship Management - Finaeo app stores data and offers it up in an intelligently relevant manner for better client relationship management.
3. Automated Insurance Tasks - Finaeo app enables routine insurance tasks to be easily accomplished and automated.
Industry Implications
1. Insurance - Finaeo app disrupts the insurance industry by improving client relationship management and automating routine tasks.
2. Financial Services - Intelligent client relationship management can be transferred to other financial services industries such as wealth management and banking.
3. Technology - The creation of smart mobile engines can have disruptive innovation opportunities for the technology industry.
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