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CDM Solutions – “The only stand alone client insurance reporting system on the market”

ABOUT US

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.

Competition:

There is currently no other provider of software that is providing a facility for Client Database Management Solution to access information held directly with product providers.

This product is unique and there is no other provider, the market potential is great.

The Client Database Management Solution is designed to increase sales and decrease business costs thereby increasing profitability.

Progress/Proof

Development is going great and we are commercialising the product.  We have set up the infrastructure and have live data into the system.  We are using Client Database Management Solution in our business.

We have demonstrated the technology to other financial advisers, dealer groups and insurance Business Development Managers.  Everyone loves the product is supporting the development.

History

Katriel Warlow-Shill has been a financial adviser for more than 12 years and because he need the information provided by the Client Database Management Solution has been looking for a solution for 12 years.  3 years ago he decided to stop waiting for someone else to develop the solution so started developing the solution himself.

He has recently developed another Commissions based online solution which currently has in excess of 400 subscribers.

His background is financial planning and is a registered accountant in Australia as a CPA.  His business is structured in a paperless environment and utilises technology efficiencies.

The development of the Client Database Management Solution revolutionises his business information environment and creates more efficiencies to be more profitable.

This is the solution he has developed and selling to other Client Database Managers and financial advisers with client details held by product providers.

OUR TEAM

This is our dedicated team who work day-in and day-out together to bring
our clients satisfying with their reporting tools.

Kate Banks

Project Manager

Katriel Warlow-Shill

Founder

David Clark

Software Engineer

The people who have trusted us so far

Ah, gosh what can I say… It just works! And works really well.
Fernando
It’s made us have the opportunity to grab untapped opportunities within the market place.
Camella C
It’s been a real asset for us. Having this technology at our disposal has given us a firm position in our industry.
Marcus
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About CDM

In 2020 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.

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