FA Suite

OUR APPLICATION

FA SUITE
Move beyond the limitations of conventional distribution methods

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

 

The application encompasses various functionalities:

Compare products and characteristics

possibility to compare existing products through a simple tool in order to support clients’ recommendation

Operational Monitoring

Users can view the workflow and the status of each policy, from quotes to the completion of transactions

Document repository

Centralized document storage for easy access and management

Document exchange

Increased security for document exchange by avoiding standard systems (e.g., email)

Report download

Ability to download Excel files for portfolio analysis

Document download

Possibility to download company documentation (e.g., latest valorization, annual statements, periodic regulatory reporting) directly from company webiste through API calls

Visual Analytics

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

Digital Subscription

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

FA WILL, Our robust CORE platform. 
FA WILL acts as an intermediary between insurance companies and banks

FA SUITE

Technology application
data
driven for the distributor
and
its private bankers

FA LOUNGE

Data driven technology application
for the policyowner

Request a Demo

For more information or to see a demonstration of FA Suite, please complete the form. A member of our team will contact you as soon as possible