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Advice Navigator

"  Make the websites very easy to navigate. Make the information very easy to understand. Don't make it a selling website, make it an information website and then if the product is worth it and the information is good and correct, people will buy it.  " Male, Silent Generation, $35,000 to $49,999 household income

Online buyers want convenience and better prices with better access to jargon free educational and support information so they can understand the options available to them. Advice Navigator can help people to take stock of their finances and put them in control of their financial future. It will enable companies to anticipate and meet the needs of today's mass market consumers.

Advice Navigator is an engaging and simple to use web platform that offers consumers the means to obtain self-service and 'chauffeured' financial advice at a time and pace that suits them.

It offers a personalised and engaging customer journey, designed to ensure the customer understands their own needs and is empowered to take action.

Other benefits include:

  • The ability to profitably advise and sell lower margin products
  • Customers are able to buy products in either an advised or non-advised process
  • Advice and sales are offered directly, through employers or partners/affinity groups
  • Effective segmentation and profiling of leads and customers
  • The ability to service and develop existing customers
  • An 'industrialised' compliance management process
  • Effective multi channel distribution strategies
  • Increased distribution capability

For more information about Advice Navigator, please contact our Sales department on 0845 068 8000 or email sales@1stsoftware.com

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