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Advisor Dashboard Solution

Financial Services firms & investment advisors are racing to become the ‘trusted advisor’ to the exploding wealth management customer segment. Increased competition combined with easier & less expensive access to new asset classes, well-researched & as sophisticated as ever, clients demand greater value from their advisor.

Key business imperatives have emerged, indicating a need for:

  • Increased education & awareness of “new” investment vehicles now accessible by retail, discount & self-directed customer segments -- exchange traded funds (ETFs), index funds, hedge \ funds offer inexpensive access to new markets, commodities & asset classes.
  • Shifting the burden of generating returns from traditional fund managers to financial advisor
  • Access to new markets & asset classes, plus, the growing number of cost efficient resources & self-service financial research tools are further polarizing investment styles & tolerances for investment related fees & expenses
  • Increased expectations & pressure to generate “better results” than lower cost investment approaches

Ideaca offers solutions that deliver a holistic view and empower individuals in Financial Services organizations to help increase the profitability of the retail branch, advisor storefront, or insurance agency / brokerage through improved customer service and an improved ability to provide clients with a full range of financial products and services. 

Solution Highlights

  • Customized role-based dashboards & reports for financial advisors, administrators, branch / regional managers & executive management teams
  • Accelerate solution envisioning & design with our proven reference architectures
  • Rapid deployment via 20+ pre-defined dashboard & report templates

Why Do Wealth Managers Need Advisor Dashboards?

Drive sales performance & revenue:

  • Increase visibility of differentiated customer needs by segment to your sales force; guide your sales force to offer the right products at the right price, at the right time.
  • Make it simple, fast & easy with a single-integrated view of sales targets, productivity, campaigns & promotions.
  • Incent sales behavior to grow high quality households & fee-based revenue via holistic benchmarking against peers or competitors.
  • Improving the overall “running of the business” by individual financial advisors to become better 'CEOs' of their business.

What Can You Expect?

Ideaca's “in-a-box” solution accelerates rapid deployments, so that our clients can more quickly benchmark & measure tangible ROI.

  • Increase revenue from fee-based advisory business
  • Increase total assets under management
  • Increase household size & quality
  • Increase lift via up-sell / cross-sell
  • Increase percentage up-take of targeted campaigns and offers

How Can We Help You?

Our experienced team of Financial Services consultants coupled with our solution accelerators and an integrated software offering from Microsoft are all critical components to minimize your risk, optimize your performance and reduce your total cost of ownership.

For more information, please contact Gord Smith at gord.smith@ideaca.com or on the phone at 1-866-816-IDEA (4332) x5157