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For financial institutions, DirectAdvice’s progressive financial planning platform delivers
an increasingly detailed customer profile as each module is completed.
DirectAdvice provides complementary applications that enable you to develop a rich, active
and multi-dimensional customer relationship built around the planning experience.
- Data aggregation technology on the front-end provided by CashEdge and Business Logic
allows your financial institution to view diverse customer assets. For example, you could
offer to automatically aggregate your customers' banking and brokerage accounts and use the
information to preload the interactive data entry screen.
- Transaction links at the back-end facilitate quick action on the advice generated.
Your financial institution can provide the advice that points to a specific product, and
provide the mechanism for the customer purchasing that product.
- The content management application is integrated with third party information libraries that
Financial Advisors can access to deliver proprietary content alongside the financial plan, and
engage users with personalized text.
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