Our customers Folksam, PTK and Söderberg & Partners use Consilio!
• Automation of regulated advisory and sales of financial products B2C and B2B
• Supports advisory to individuals regarding:
o Private savings
o Private or occupational pension schemes
o Insurance coverage (life and health)
• Supports advisory to employers regarding:
o Individual occupational pension schemes
• Sessions guided by an advisor in a physical meeting or distance advisory by screen sharing
o…or a fully automated advisory process by self service
• Provides an interactive needs analysis of different inputs-outcomes for an efficient advisory session
• A standard platform with integrations to customer system environment
• Customized advisory rules and communication to retail customers
• “Compliance by design”, integrated support for compliance and adherence to relevant legislation
• Fully automated documentation and administration
• Targeted process for effective information to the retail customer and solid sales support to advisors
Values and advantages highlighted by our customers:
• Retail customers
o Increased customer satisfaction
o Increased service levels
o Intensified focus on the customer from the financial advisor
• Quality
o Reduced risk of errors
o Sales in distance sessions via screen sharing with closing and signature assisted by Bank ID
o Increased customization of the advisory process
• Efficiency
o Reduced sales cycle (via eliminated physical mails and administrative work)
o Increased focus on the sales process as administration work is eliminated
o Reduction of time spent on educational activities concerning advisors
o Digital management and storage of documentation
• Cost
o Possibility to perform more advisory sessions per time unit
o Reduced need for administrative staff
o Reduced cost for educational activities concerning advisors
o Reduced environmental impact
• Control
o Ensured compliance
o Consistent application of decided business rules
o Increased process control
Company Details
- Employees
- 41
- Founded
- -
- Address
- Box 7785, Stockholm,regeringsgatan 45 111 56,sweden
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- http://www.noretech.se
- Keywords
- Fintech, Insurtech, Tjänstepension, Efterlevandeskydd, Automatisering, Compliance, Finansiell rådgivning, Ålderspension, Sjukförsäkring, Tjänstepensionsplan, Säljstöd, Processtyrning, Finansiell teori, Livförsäkring, Kollektivavtal, Privat pensionssparande, Fondförsäkring, Traditionell försäkring, Pensionsplanering, Sparrobot, Pensionsrådgivning.
- HQ
- Stockholm, Regeringsgatan 45
Nore Technology Ab Questions
Nore Technology Ab's website is http://www.noretech.se
Nore Technology Ab's LinkedIn profile is https://se.linkedin.com/company/noretechnology
Nore Technology Ab has
41 employees.
View email and phone details for 41
employees at Nore Technology Ab.
Nore Technology Ab's industry is
IT Services and IT Consulting
Nore Technology Ab's top competitors are
Friday,
Söderberg & Partners,
Stigasoft,
Axis Communications,
Truesec,
Silex Microsystems,
Decerno Ab,
Saab,
Weebuild Webbyrå,
Raysearch Laboratories.
Nore Technology Ab's categories are IT Services and IT Consulting
Nore Technology Ab's founding year is 2011
