In 2018 we live in a fast-paced market where information is constantly being disseminated and we are expected to process all this information which is overly burdensome. Client information is held in many systems within businesses and it is difficult to find a reliable point of reference where client information can be relied on. However, because product providers eg insurance companies are constantly communicating with clients, the information the product providers keep on file is usually accurate. By accessing this information and providing in through our system to Client Database Management Solution, Client Database Management Solution are empowered with information to create sales opportunities.
The prototype Client Database Management Solution is currently designed for and most valuable for life insurance brokers in Australia. In Australia there are in excess of 15,000 financial advisers. This means there are potentially 15,000 financial advisers who would benefit from our Client Database Management Solution.
However, our Client Database Management Solution is not limited to financial advisers.
It is easily adaptable to general insurance brokers too.
Our target customers are any business that have multiple sources of client information that can be consolidated and grouped to provide Client Database Management Solution with sales opportunities.
