Products / Hawanedo Advisor
Figlo brings personal finance into a new perspective, based on four easy steps: have, want, need and do - Hawanedo®. By using financial cards, products are standardized and visualized in a credit card format.
Hawanedo applications are easily adjustable to fit the cultural aspects and local regulations & legislation of the many different local markets. All Figlo Hawanedo products are designed the same way and are for both advisor and consumer usage.
Key features
· Ability to deliver higher quality personal service and build strong client relationships
· Streamlines and controls your financial advice process
· Easy collaboration; collaborate with co-workers by sharing client information
· Client centric and compliant; advice based on the clients personal ‘ wants’ and ‘ needs’
· Improved operations and reduced costs
· Designed to communicate with existing data sources, full integration with existing CRM systems is possible
· Monitoring and Alerts function to generate sales opportunities within existing client base
How it works
1. Advisor uses Hawanedo for compliant and user friendly advice. Ready to go, no special training needed
2. Connected with own CRM system to integrate client data
3. Integrated with financial product advice and quotation
4. Able to create client login for Client Self Service
Create your own personal financial planning calculation and scenario's? Click here to see our variety of Web Services.
Download the Hawanedo Advisor Product sheet HERE
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