The analysis, adapted to the different life stages, serves as a sales tool, a client protection method, and a way to ensure long-term client retention.
For the client, it is a decision-making aid, and for you
it is a sales tool, because the client will understand their situation and can be a part of the decision-making process. The more data you gather, the more precise the results will be.
At the same time, you will receive all the information you need to make the asset purchase easier, and achieve the required client protection and therefore obey the law.
Do you just want to carry out the suitability assessment quickly and sell assets straight away?
You want to provide your clients with even more comprehensive, lifelong advice? Simply enter more data and receive an electronic client dossier with all the planned measures. You now have all the information, inserts, and a roadmap for your client file, created using FinConPro. You can now provide advice specific to the client’s situation!