an enterprise platform copyright © 2002-2006 impact technologies group, inc. | all rights reserved...

An Enterprise Platform

Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Improving the Way You Do Business

Empower Your Advisors •Advisors spend more time in front of clients•Advisors become the “Trusted Advisor”

One Common Platform•Manage distribution of multiple tools with user roles•Enable firm’s experts to collaborate with advisors more easily•Automate delivery of consistent planning advice across the firm•Reduce training and support costs

Share Information among Disparate Business Systems•Integrate with Customer Information and Management Systems•Integrate with Insurance Illustration Systems•Integrate with Client Facing Portal

Empower the Enterprise•Support planning for Advanced Markets •Manage what is shown to clients for Compliance •Gather reports on software usage for Sales Management•Centralize software usage and channel advisors to your website for Marketing


Why Impact?

Serving Financial Services Market for Over 23 Years•Banking, Capital Markets, Insurance

Consistent Management, Direction and Service•Consistent vision and dedication to customer service

Commitment to Cutting Edge Technology•Microsoft Gold Certified Partner•Leader in financial planning applications

Sell to Enterprises, Not Individual Advisors •Easy to integrate into existing infrastructure•Includes marketing and training resources to aid in product rollout•Compliance Friendly – presentation is locked down•IT Friendly – One number to call if problems arise•Business Friendly – HO votes for enhancements at semi-annual meetings


Case Study – Adoption Rates

Problem• A major national bank wanted to transition from transactional to consultative sales. • Wanted a “repeatable process” with consistent level of service

Solution• PlanLab implementation.

Results• Quick adoption and increased close ratios prove PlanLab is easy to use!

Before PlanLab(1 Full Year)

After PlanLab(After ONLY 3 months)

Total Plans Created 1769 2349

Avg. Plans per Advisor per Year 8 47

Advisor Penetration 79% 99%

Close Ratio per Plan 40% 62%


Case Study – Solution Effectiveness

(Annual Values) Transactional Sales Financial Plans

Assets Gathered per Close $19,000 $96,000

Revenue per Close $817 $3,100

Reasons Cited Trusted Advisor Discovery of New Assets Discovery of New Needs

Benefits• Consistent financial plans presented• Consistent advice recommended• Bank limited functionality for less experienced advisors & increased functionality for

others• Assets Gathered per Close: 500% increase• Revenue per Close: 380% increase


Case Study – Speed to Market

““Being able to effectively react to Being able to effectively react to an immediate business need for a an immediate business need for a target market segment is priceless.target market segment is priceless.

Especially when the real cost is Especially when the real cost is small, the opportunity is large, and small, the opportunity is large, and the reusability factor is high.the reusability factor is high.

Impact and their use of Microsoft’s Impact and their use of Microsoft’s platform made it a platform made it a no brainerno brainer.”.”

--Dan Weinberger

Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc.

““Being able to effectively react to Being able to effectively react to an immediate business need for a an immediate business need for a target market segment is priceless.target market segment is priceless.

Especially when the real cost is Especially when the real cost is small, the opportunity is large, and small, the opportunity is large, and the reusability factor is high.the reusability factor is high.

Impact and their use of Microsoft’s Impact and their use of Microsoft’s platform made it a platform made it a no brainerno brainer.”.”

--Dan Weinberger

Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc.

Problem• MetLife needed a custom solution from the

ground up in just 3 weeks. This included design, coding, testing and deployment of the solution. Not having the solution when needed would have cost MetLife customers and revenues.

Solution• Impact deployed the solution when needed by

utilizing its existing framework and architecture built on the Microsoft platform. The solution not only met MetLife’s immediate need but can be leveraged in the future on other initiatives.

Benefits• Greater service efficiency• Higher customer satisfaction• Increased customer retention• Lower training costs• Opportunity to drive new revenues


a tool for the enterprise


PlanLab – A Tool for the Enterprise


Marketing-Control what advisors see-Link planning to product marketing

Compliance & Legal-Control what advisors present-Automate delivery of consistent planning advice across the firm-Archive client data and presentations created

Sales Management-Control what advisors access-Manage distribution of tools with user roles-View Usage Reports

Support-Reduce training and support costs-Enable firm’s experts to collaborate with advisors more easily



Marketing-Control what advisors see-Link planning to product marketing

Easy to Access – Single Sign On


Control what advisors see

My Site – Campaigns and Messaging




Edit Content Tab – Control Messaging


My Site – Prospecting Materials




Edit Content Tab – Manage MySite Content



Compliance & Legal-Control what advisors present-Automate delivery of consistent planning advice across the firm-Archive client data and presentations created


Control what advisors do

Client File – Client Contact Information



Recently Created Presentations



Journal – Client Info & Presentation Archive



Sales Management-Control what advisors access-Manage distribution of tools with user roles-View Usage Reports


Administration Tab




Administration Functionality



Administration Functionality – Roles



Roles - Permissions



My Site – Quick Intuitive Fact Finders



My Site – Advisor Info and Reports

See the results!

Control Enterprise Reporting


By Product

By Business Unit

By User Role

By Advisor


See the results!

Examine Enterprise Reporting


See the results!

Visually See Enterprise Reporting


See the results!

Create Better Enterprise Reporting



Support-Reduce training and support costs-Enable firm’s experts to collaborate with advisors more easily


My Site – Training Resources




Training Resources



Training Resources – Product Specific



My Site – Support Resources

Easy to Support


My SiteOn-Demand Training VideosProduct User Manuals

Product Support (Impact)Phone: 1-800-438-6017 ext. 2E-mail: [email protected]: www.impact-tech.com

Case Design SupportHome Office Resources

mailto:[email protected]

http://www.impact-tech.com/

an enterprise platform copyright © 2002-2006 impact technologies group, inc. | all rights reserved...

Documents

advisors advisors

impact technologies

rights reserved

experienced advisors

channel advisors

individual advisors

increased close ratios

marketing copyright