Your SlideShare is downloading. ×
  • Like
  • Save
LYNKOS Overview - Distribution Channels
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Now you can save presentations on your phone or tablet

Available for both IPhone and Android

Text the download link to your phone

Standard text messaging rates apply

LYNKOS Overview - Distribution Channels

  • 1,464 views
Published

A quick LYNKOS overview for broker networks

A quick LYNKOS overview for broker networks

Published in Technology
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
1,464
On SlideShare
0
From Embeds
0
Number of Embeds
2

Actions

Shares
Downloads
0
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. Life Insurance
    Health Insurance
    Retirement Planning
    General Insurance
    Investment Planning
    Financial Planners
    Other Networks
    Multi-Family Offices
    Insurance Agents
    SME Banks
    A high impact solution for financial services organizations
  • 2. Sales. Customer Service. Growth.
    Validations
    Online Applications
    Clientportals
    Reporting
    Assetmanagement
    Transactions
    Training
    Content Management
    Communications
    Compliance
    Clients
    Commissions
    Documents
    Balances
    More solutions
    Company B
    Company A
    TaskDuplication
    CustomerService
    Data Consolidation
    IndependentChannels
    Captive Channel
    Captive Channel
    Independent channels’ challenges
  • 3. A high impact solution for independent channels
    Life Insurance
    Health Insurance
    Retirement Planning
    General Insurance
    Investment Planning
    empowerment
    automated operations + customer solutions =
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 4. Client Relationship Management
    Customer centric - Integral approach to client management. Information, accounts & documents.
    Real time consolidation - Automated balance consolidation a click away. Provide your customers with professional statements with your company’s logo and contact details. Valuations, premium collections, transactions and other data streamed directly from carriers.
    Editable notes - Create and edit notes, meeting info at customer level. Share them with others in your organization.
    Reminders - Set up reminders to help you proactively manage your customers.
    Landing page - Automatically create new clients directed from online campaigns.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 5. Transaction Management
    iForms ™ - Replace all your paper-based transactions with their electronic versions. Your client may even initiate transactions himself. Keep records and access historical transactions at any time.
    Validations - Eliminate operational loops, reduce turn-around times, improve customer service and reduce costs. Each transaction has embedded validations that prevent the user from making involuntary or misinformed mistakes.
    Clearance levels - Keep in control. Create and manage user profiles with different authorization levels to create, validate & approve transactions.
    Pipeline - View every transaction, since inception to approval. Know in advance the business your organization is generating and forecast activity.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 6. Business Intelligence
    Quick reports - Your organization at a glance. Monitor sales, persistency, profit centers and other KPI’s with our default reports.
    Custom reports - Leverage on Lynkos’ data analysis applications. Create your own metrics and reports by selecting the desired fields, periods, regions, products among many other variables. Drill down all the way to the most granular piece of data. Save them as favorite reports.
    Share - Let others use the same criteria on their reports. Be on the same page with your sales teams and administration staff.
    Export - Select among multiple formats such as XLS, PDF, CSV and others. Import data into your ERP or other applications. Control who can export data within your organization.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 7. Channel Management
    Electronic contracts - Recruit new sales executives and maintain their contracts online. Keep record of their electronically signed agreements. Manage who is enabled to sell each product your organization handles.
    Commission conciliation - Initial, renewal and trail based commissions generated automatically at account and funds level.
    Commission breakdown - Automate commission calculations for every level of your organization. Select among multiple types of arrangements for each type of commission. Keep historical records of every commission you pay.
    Current accounts - Keep record of what’s paid and owed to you by product providers and underlying levels of your organization.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 8. Asset Management
    Fund monitor - Retrieve all the investment alternatives for each product you sell. View fund allocation information, as well as historical performance and other fundamental data. Drill down to individual clients invested in each asset.
    Custom portfolios - Group funds and other assets per custom criteria. Predefine preferred fund groups as default investment strategies for your customers. Classify them according to different exposure levels.
    Automated alerts - Configure alerts to let you know when specific funds or portfolios gain or loose predefined rates. Use other criteria to set up customized alerts.
    Third party applications - Lynkos is compatible with third party information services such as Morningstar, Bloomberg and many others.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 9. Content Management
    File manager - Save presentations, illustration system installers, template letters and any other business related file online. Use the file manager for sales aids, training material, operational forms, brochures and any purpose that fits your organization.
    Access profiles - Share everything with your entire organization. Define who access what according to individual file permissions.
    Advanced search - Find any file according to date of creation, tags, author, and other criteria.
    Multimedia support - Lynkos’ content manager enables the use of multimedia files, including Microsoft Office documents, images, audio & video files.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 10. Messaging Center
    Inbox - Receive any message sent to you by others directly in your individual inbox. Set up additional delivery options such as email delivery.
    Contacts - Never loose track of your precious customers and agents again. Access updated contact details for all your staff, sales teams and end customers.
    Groups - Define and create contact groups according to multiple criteria, such as geographical distribution, type of products sold by agents or held by end customers, among many others.
    Templates - Create and edit templates for your communications, to be delivered by email in HTML format to your recipients, with your logo and corporate identity.
    CRM
    Channel
    Messages
    Content
    Transactions
    B-Intel
    Assets
  • 11. InternalStaff
    Sales Offices
    FinancialAdvisors
    Clients
    For your staff, sales teams & end customers
  • 12. Private Labeled
  • 13. V1.0
    Spanish
    Portuguese
    English
    V1.1
    Chinese
    Japanese
    V1.n
    Hindi
    Multilanguage
  • 14. Quality & securitystandards
    BS 7799 (ISO 17799)
    ISO 27001
    ISO 9001:2000
    ISO 14001:2004
    Secure
  • 15. Web Based
    User Interface
    Carrier
    Web Content
    ERP Systems
    Data Export
    Custom DB
    Back-End Systems
    WEB Browser
    User
    Partner Systems
    Mobile Devices
    ERP Systems
    XML, Web Services
    Automated Batch Data Feeds
    Flexible, Service Oriented Architecture
  • 16. The choice of more than 300 intermediary networks
    A Global Platform