Providing a holistic insight into the financial situation of your customers
The Festina Advisor software solution allows advisors and customers to acquire new holistic insights into the financial situation of the customer.
Advisor calculates and visualises future scenarios, allowing for both simple and detailed simulation of events and decisions in the customer’s life. Making the right decisions based on facts and precise simulations saves money and builds trust, ultimately strengthening the relationship between the customer and advisor.
The Advisor product encompasses household economy, pension management and ownership of companies and other assets. It integrates with other IT systems – both public and private – to rapidly collect as much financial data as possible on aspects ranging from income and bank accounts to pensions and car ownership.
A surprising level of detail can be achieved with very little effort.