Agent and Broker Online Channel Applications

Agent and Broker Online Channel Applications Insurance, investment and other financial services sectors that rely heavily on agent channels are investing in improving online portal capabilities as a means to drive agent productivity and improve retention.

Agents and Brokers are measured by revenue generation and up-selling. To excel, this channel is demanding a new wave of online utilities that can streamline the selling process. The most efficient financial institutions in the world are evolving online portal solutions to increase productivity and autonomy with rich Internet application (RIA) feature sets.

Rich Internet Application Interfaces for Agent and Broker Online Channel Applications

Actuate solutions provide Web 2.0-like simplicity of data access and manipulation with innovative and customizable user interfaces that combine on-demand views and multi-account snapshots with dynamic information aggregation and analysis. With Actuate solutions, agents and channel partners have the tools to quickly and easily analyze account positions and focus on growing revenues.

  • Rich Internet portfolio and commission viewing
  • Personalized dashboards
  • Dynamic report generation, asset viewing, and sorting
  • Real time “What If” analysis

Actuate Online Channel Expertise

Actuate Online Channel Solutions Deliver a rich Internet experience for advanced account data, information analysis and information management functionality as a core component of the online channel.

For firms looking to captivate customers, drive loyalty and improve growth opportunities, Actuate delivers the next generation online customer experience.

RIA-Ready Information Platform

The Actuate RIA-ready Information Platform delivers unmatched scalability, high-performance, reliability and security. Its proven RIA capabilities include rich AJAX-based dynamic presentation and information management, along with flexible and open development tools for easily creating composite applications that leverage personalized and managed user account data.

Recent / Selected Wealth Management Customers

  • Mellon
  • Humana
  • HSBC
  • Leading Healthcare Payer Organization
  • Leading Life Insurer

View customer success stories
GET STARTED

Contact Actuate:
800-914-2259
(N. America)

Evaluate:

Related Solution Briefs
Datasheet Icon Solutions Briefs
Seminar Icon Web Seminars
Whitepaper Icon Whitepapers

Want to learn more?

To get more information about Customer Interaction Reporting Applications or to answer any of your questions, please contact an Actuate expert at +44 (0)207 246 4700 (UK) or contact us by email. You can also contact one of our offices worldwide.