Finanzanalyse Center

BRAIN FORCE Financeanalyse Center - focused on customer requirements
 
You may offer your customer comprehensive advice, tailored to match his or her actual requirements, from retirement provisions to healthcare to risk insurance to asset planning. We offer a suitable product for both retail and corporate customers. Using BRAIN FORCE Finanzanalyse Center as a part of BRAIN FORCE FINAS Suite, you will achieve maximum customer satisfaction whilst fully using existing cross selling potential.
 
 


 
Covering all areas
With BRAIN FORCE Finanzanalyse Center you will be able to cover all product areas which may be relevant for your customer.
 
  • For retail customers: risk, household contents, building, third party liability, legal costs, accident and motor insurance. Furthermore old-age insurance including survivors' insurance as well as disability insurance. Healthcare is focused on insurance against sickness and nursing care insurance. Last but not least: long-term asset planning including construction financing as well as asset optimization.
 
  • For corporate customers and businesspeople, you may determine the retirement provision strategy which offers the maximum savings potential in terms of social security taxes. Furthermore, we offer advice and suggestions including a full range of professionnal insurances, from contents to third party liability to accident, building, motor to legal costs insurance. This application can be used either as standalone system or in combination with retail customer modules.
 
Legal compliance
Using BRAIN FORCE Finanzanalyse Center, you will be compliant with all applicable legal requirements, in particular with the documentation obligation according to the Insurance Mediation Directive. On a mask, you can define which data will be printed on the consulting protocol, e.g., customer data, assumptions used for calculations or assessment of qualitative factors.
 
Easy configuration
Various parameters may be individually configured, e.g., with respect to the decision to select a suitable product. Thanks to the client based architecture, several variations of the application can be generated, so as to best adapt the software to the needs of field staff, call centres, branches or other sales units.
 
These variations may have a quite different layout and scope – simply use BRAINFORCE Finanzanalyse Center to best match your requirements.
 
Optimised process mapping
BRAIN FORCE Finanzanalyse Center greatly supports you in your consultancy work or sales meetings. For instance, the subject of consultancy is clearly displayed. Navigation is as easy as can be and may, as an alternative, be set up according to the process.
 
In this way, use is extremely convenient as the user is automatically guided through the process. A particularly effective feature is that insufficient insurance cover is automatically highlighted in red or yellow, depending on the urgency. If the cover is indicated in green, everything's fine.
 
With the BRAIN FORCE Finanzanalyse Center, existing processes can be developed to their optimum level. This gives you truly competitive advantages in terms of efficient and competent advice.
 
Complete financial analysis
BRAIN FORCE Finanzanalyse Center enables an in-depth analysis of the customer's situation as well as holistic advice to be offered, taking into consideration all existing accounts and contracts for financial products as well as information on external contracts and accounts held by the customer.
 
The information is based on CRM or the existing system or can be manually entered. What is more, the software supports the detailed collection of all possible sources of income and calculates the tax liability including any losses carried forward. Also, the customer's liquidity based on income and expenditure, e.g., for housing and living, can be logged. The private balance showing additional assets and liabilities as well as the balance of all financial products is also taken into account.
 
Success beyond your core competency
For cross-selling, your field staff must reach beyond their core competencies. BRAIN FORCE Finanzanalyse Center can help them: The application securely guides the sales person from one process step to another. Thus, he or she may provide competent customer advice, without in-depth knowledge, so as to arrive at an optimum solution together with the customer.