Nore Technology AB
Information Technology & Services - Stockholm, Stockholm County, Sweden
Nore Technology AB Employees
Nore Technology AB Details
Our customers Folksam, PTK and Söderberg & Partners use Consilio!• Automation of regulated advisory and sales of financial products B2C and B2B• Supports advisory to individuals regarding:o Private savingso Private or occupational pension schemes o Insurance coverage (life and health)• Supports advisory to employers regarding:o Individual occupational pension schemes• Sessions guided by an advisor in a physical meeting or distance advisory by screen sharingo…or a fully automated advisory process by self service • Provides an interactive needs analysis of different inputs-outcomes for an efficient advisory session• A standard platform with integrations to customer system environment• Customized advisory rules and communication to retail customers• "Compliance by design", integrated support for compliance and adherence to relevant legislation• Fully automated documentation and administration• Targeted process for effective information to the retail customer and solid sales support to advisorsValues and advantages highlighted by our customers:• Retail customerso Increased customer satisfactiono Increased service levelso Intensified focus on the customer from the financial advisor• Qualityo Reduced risk of errorso Sales in distance sessions via screen sharing with closing and signature assisted by Bank IDo Increased customization of the advisory process• Efficiencyo Reduced sales cycle (via eliminated physical mails and administrative work)o Increased focus on the sales process as administration work is eliminatedo Reduction of time spent on educational activities concerning advisorso Digital management and storage of documentation• Costo Possibility to perform more advisory sessions per time unito Reduced need for administrative staffo Reduced cost for educational activities concerning advisorso Reduced environmental impact• Controlo Ensured complianceo Consistent application of decided business ruleso Increased process control
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