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PlanLab

PlanLab. BMC Profiles Ltd. & Impact Technologies Group, Inc. | May, 2005. One Tool For All Clients. One Tool for All Advisors. Streamlining the Process. Solve Key Business Challenges. Increase the time advisers spend with clients. Solve Key Business Challenges.

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PlanLab

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  1. PlanLab BMC Profiles Ltd. & Impact Technologies Group, Inc. | May, 2005

  2. One Tool For All Clients

  3. One Tool for All Advisors

  4. Streamlining the Process

  5. Solve Key Business Challenges • Increase the time advisers spend with clients

  6. Solve Key Business Challenges • Increase the time advisers spend with clients • Grow “Trusted Adviser” relationships

  7. Solve Key Business Challenges • Increase the time advisers spend with clients • Grow “Trusted Adviser” relationships • Provide a systematic approach to planning

  8. Solve Key Business Challenges • Increase the time advisers spend with clients • Grow “Trusted Adviser” relationships • Provide a systematic approach to planning • Effectively use other members of your sales team

  9. Solve Key Business Challenges • Increase the time advisers spend with clients • Grow “Trusted Adviser” relationships • Provide a systematic approach to planning • Effectively use other members of your sales team • Integrate and streamline systems

  10. Why online? • Team collaboration in “real-time”

  11. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong!

  12. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong! • Updates, enhancements quicker to deploy

  13. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong! • Updates, enhancements quicker to deploy • Speedy identification of training needs

  14. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong! • Updates, enhancements quicker to deploy • Speedy identification of training needs • Access anywhere, anytime

  15. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong! • Updates, enhancements quicker to deploy • Speedy identification of training needs • Access anywhere, anytime • Single common development platform

  16. Why online? • Team collaboration in “real-time” • No more CD updates to go missing, or go wrong! • Updates, enhancements quicker to deploy • Speedy identification of training needs • Access anywhere, anytime • Single common development platform • Management information “as it happens”

  17. Case Study – Solution Effectiveness Business Problem A major bank wanted to move their advisers from transactional single product sales to consultative-based multiple product sales. They wanted to implement a process where their professionals present consistent planning analyses regardless of which bank representative a client met. Solution PlanLab implementation.

  18. Case Study – Solution Effectiveness Benefits Implementation of PlanLab allowed the bank to deliver consistent financial plans and consistent planning advice across the firm. PlanLab’s ability to designate user roles and then limit functionality per role allowed the bank to let advisers with more experience address more advanced needs with their clients while still making the system available to less experienced advisers. • Reasons Cited • Trusted Adviser • Discovery of New Assets • Discovery of New Needs

  19. Case Study – Speed to Market • Business 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 “Being able to effectively react to an immediate business need for a target market segment is priceless. Especially when the real cost is small, the opportunity is large, and the reusability factor is high. Impact and their use of Microsoft’s platform made it a no brainer.” --Dan Weinberger Assistant Vice President, Individual Business Sales Tools and Marketing Communications, MetLife Group, Inc.

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