You are here: Products > Apply & Manage > Financial Advisor Revenue Retention Solution

Financial Advisor Revenue Retention Solution

Channels:

F

iPipeline’s unique Financial Advisor Revenue Retention Solution enables you to identify cohorts and patterns in multiple dimensions to stay ahead of attrition, maintain awareness of “at risk” individuals, and limit negative financial impact through proactive prevention.

Features

  • Identifies by name which advisors have the highest risk of leaving
  • Provides holistic view of the entire company using geography, demographics and diversity
  • Uses up to 100 variables to pinpoint problem areas that need action
  • Simplifieds adding new data by leveraging a continuously adaptive learning model

Benefits

  • Proactive, rather than reactive, approach to managing attrition
  • Opportunity to mitigate unwanted losses on an individual basis
  • Aids in the development of a broader, long-term strategy addressing key attrition drivers
  • Timely awareness of “at risk” individuals

Related Software

AFFIRM for Annuities - Streamlined Order Entry for Annuity Sales

AFFIRM for Life - A Wizard-based Collaborative Selling Tool

Agency Integrator - Streamlined Workflows for Case Management

DocFast - Fast and Secure e-Delivery of Policies and Documents