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netwealth sales team Aug 2013 v1.0

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by

Marc Fabris

on 1 August 2013

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Transcript of netwealth sales team Aug 2013 v1.0

State-based sales team contact
Developing the roll-out plan
How can we make it better?
Determining strategy and collateral support
Your recommendations?

LifeXpress Mobile
iPhone + Android
Quotes + online transfer +resources
iRisk Advisor
Full needs analysis
Premium estimates
Sales tools and resources
Adviser Assist
Application tracking
Renewal tracking
Client download
XPLAN Data Feed
Online fulfillment process [work in progress]

Zurich and netwealth
countdown to launch

August 2013
Platform usage for risk
Opportunities
Focused on
professionals and SMEs
A few differentiators
Product positioning
Sweet spots
Tailored super structuring
(superlink)
Focused on technology
Target timeline
Where to from here?
Full transcript