Since a few of years Financial Service industry is shifting more and more towards advising customers. It is therefore necessary to record and manage customer information in an adequate manner. The quality of customer information and recording of contact moments determine the level of service. In that perspective Aquila developed AVSi to support that need.
Business Need: Since a few of years Financial Service industry is shifting more and more towards advising customers. It is therefore necessary to record and manage customer information in an adequate manner. The quality of customer information and recording of contact moments determine the level of service. In that perspective Aquila developed AVSi to support that need.
Solution: AVSi is a standard solution that includes a lot of functionality to optimally support the financial advisor. AVSi is a Mendix cloud solution. this means no own servers, no fear of losing data and no management of the application.
The customer and customer contact are central to AVSi. Quick insight with the help of the clear client file. Simple and easy to use due to the intuitive design.
Results: The first screen of AVSi shows a dashboard at employee-, team- or office level of the outstanding actions. From there, you can quickly and easily navigate to the calendar or desired customer file. At the customer level, extensive data can be recorded for the relevant customer and relatives, but also insurance data.
Task-oriented work is fully supported by AVSi. A process with different activities starts as a result of a customer request. The processes and activities themselves can be defined via a management module.
Task-oriented work is fully supported by AVSi. A process with different activities starts as a result of a customer request. The processes and activities themselves can be defined via a management module.