With its comprehensive set of tools and features, FA Suite not only streamlines operations but also integrates advanced technology to meet the evolving needs of modern businesses. This innovative approach allows companies to move beyond the limitations of conventional distribution methods, offering them the flexibility to adapt to market changes swiftly. By leveraging digital solutions such as visual analytics, digital subscription management, shared document repositories, and seamless IT integration, FA Suite empowers distributors and companies to optimize their workflows, improve customer experiences, and ultimately drive growth and profitability in a competitive landscape
FA Suite contains powerful visual analytics tools designed for commercial monitoring of Distributor’s business operations. This includes tracking and analyzing key metrics such as assets under administration, gross and net inflows, redemptions, and more, providing comprehensive oversight of the Distributor’s sales network
FA Suite streamlines the subscription and post-sales processes by enabling digital subscriptions. It significantly reduces the time needed to complete these transactions. For each company, specialized ad hoc sections have been set up to ensure that all necessary information is readily available to finalize transactions efficiently
FA WILL, Our robust CORE platform.
FA WILL acts as an intermediary between insurance companies and banks
Technology application
data driven for the distributor
and its private bankers
Data driven technology application
for the policyowner