Your client is your potential – the individual consultation is your distinguishing factor on a saturated market. An integrated counselling approach needs time and requires the flexibility to retrieve the information and data actually needed at any time throughout the course of the conversation at the touch of a button. Information and transparency are the foundation of a financial solution made-to-measure.
This is exactly, what axeed CIA provides – transparency, flexibility and speed. View your client information from any desired angle – quickly and straightforwardly with one mouse click. Build up confidence by answering questions ad hoc, by running scenarios in real-time and by realizing implications during the process. Gain a real competitive advantage with CIA – Customer Investment Analysis and put your client sharply into the focus of the consulting process.