An Enterprise Platform
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Improving the Way You Do Business
Empower Your Advisors •Advisors spend more time in front of clients•Advisors become the “Trusted Advisor”
One Common Platform•Manage distribution of multiple tools with user roles•Enable firm’s experts to collaborate with advisors more easily•Automate delivery of consistent planning advice across the firm•Reduce training and support costs
Share Information among Disparate Business Systems•Integrate with Customer Information and Management Systems•Integrate with Insurance Illustration Systems•Integrate with Client Facing Portal
Empower the Enterprise•Support planning for Advanced Markets •Manage what is shown to clients for Compliance •Gather reports on software usage for Sales Management•Centralize software usage and channel advisors to your website for Marketing
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Why Impact?
Serving Financial Services Market for Over 23 Years•Banking, Capital Markets, Insurance
Consistent Management, Direction and Service•Consistent vision and dedication to customer service
Commitment to Cutting Edge Technology•Microsoft Gold Certified Partner•Leader in financial planning applications
Sell to Enterprises, Not Individual Advisors •Easy to integrate into existing infrastructure•Includes marketing and training resources to aid in product rollout•Compliance Friendly – presentation is locked down•IT Friendly – One number to call if problems arise•Business Friendly – HO votes for enhancements at semi-annual meetings
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Case Study – Adoption Rates
Problem• A major national bank wanted to transition from transactional to consultative sales. • Wanted a “repeatable process” with consistent level of service
Solution• PlanLab implementation.
Results• Quick adoption and increased close ratios prove PlanLab is easy to use!
Before PlanLab(1 Full Year)
After PlanLab(After ONLY 3 months)
Total Plans Created 1769 2349
Avg. Plans per Advisor per Year 8 47
Advisor Penetration 79% 99%
Close Ratio per Plan 40% 62%
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Case Study – Solution Effectiveness
(Annual Values) Transactional Sales Financial Plans
Assets Gathered per Close $19,000 $96,000
Revenue per Close $817 $3,100
Reasons Cited Trusted Advisor Discovery of New Assets Discovery of New Needs
Benefits• Consistent financial plans presented• Consistent advice recommended• Bank limited functionality for less experienced advisors & increased functionality for
others• Assets Gathered per Close: 500% increase• Revenue per Close: 380% increase
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Case Study – Speed to Market
““Being able to effectively react to Being able to effectively react to an immediate business need for a an immediate business need for a target market segment is priceless.target market segment is priceless.
Especially when the real cost is Especially when the real cost is small, the opportunity is large, and small, the opportunity is large, and the reusability factor is high.the reusability factor is high.
Impact and their use of Microsoft’s Impact and their use of Microsoft’s platform made it a platform made it a no brainerno brainer.”.”
--Dan Weinberger
Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc.
““Being able to effectively react to Being able to effectively react to an immediate business need for a an immediate business need for a target market segment is priceless.target market segment is priceless.
Especially when the real cost is Especially when the real cost is small, the opportunity is large, and small, the opportunity is large, and the reusability factor is high.the reusability factor is high.
Impact and their use of Microsoft’s Impact and their use of Microsoft’s platform made it a platform made it a no brainerno brainer.”.”
--Dan Weinberger
Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc.
Problem• MetLife needed a custom solution from the
ground up in just 3 weeks. This included design, coding, testing and deployment of the solution. Not having the solution when needed would have cost MetLife customers and revenues.
Solution• Impact deployed the solution when needed by
utilizing its existing framework and architecture built on the Microsoft platform. The solution not only met MetLife’s immediate need but can be leveraged in the future on other initiatives.
Benefits• Greater service efficiency• Higher customer satisfaction• Increased customer retention• Lower training costs• Opportunity to drive new revenues
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
a tool for the enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
PlanLab – A Tool for the Enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Marketing-Control what advisors see-Link planning to product marketing
Compliance & Legal-Control what advisors present-Automate delivery of consistent planning advice across the firm-Archive client data and presentations created
Sales Management-Control what advisors access-Manage distribution of tools with user roles-View Usage Reports
Support-Reduce training and support costs-Enable firm’s experts to collaborate with advisors more easily
PlanLab – A Tool for the Enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Marketing-Control what advisors see-Link planning to product marketing
Easy to Access – Single Sign On
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors see
My Site – Campaigns and Messaging
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors see
Edit Content Tab – Control Messaging
Control what advisors see
My Site – Prospecting Materials
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors see
Edit Content Tab – Manage MySite Content
PlanLab – A Tool for the Enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Compliance & Legal-Control what advisors present-Automate delivery of consistent planning advice across the firm-Archive client data and presentations created
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors do
Client File – Client Contact Information
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Control what advisors do
Recently Created Presentations
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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Journal – Client Info & Presentation Archive
PlanLab – A Tool for the Enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Sales Management-Control what advisors access-Manage distribution of tools with user roles-View Usage Reports
Control what advisors do
Administration Tab
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors do
Administration Functionality
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Control what advisors do
Administration Functionality – Roles
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Roles - Permissions
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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My Site – Quick Intuitive Fact Finders
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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My Site – Advisor Info and Reports
See the results!
Control Enterprise Reporting
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By Product
By Business Unit
By User Role
By Advisor
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
See the results!
Examine Enterprise Reporting
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See the results!
Visually See Enterprise Reporting
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See the results!
Visually See Enterprise Reporting
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See the results!
Create Better Enterprise Reporting
PlanLab – A Tool for the Enterprise
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Support-Reduce training and support costs-Enable firm’s experts to collaborate with advisors more easily
Control what advisors see
My Site – Training Resources
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors see
Training Resources
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
Control what advisors see
Training Resources – Product Specific
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
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My Site – Support Resources
Easy to Support
Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017
My SiteOn-Demand Training VideosProduct User Manuals
Product Support (Impact)Phone: 1-800-438-6017 ext. 2E-mail: [email protected]: www.impact-tech.com
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