Company presents a sleek new interface and improved user experience in the December release of Profiles Premium 1.0
Milwaukee, WI – December 3, 2012
Facts
–Zywave, Inc. today introduced Profiles Premium 1.0, the newest release of the popular financial planning tool.
–Profiles(TM) is a popular needs assessment tool used by planners to generate leads, engage current clients and increase retention throughout the firm.
–The consumer-facing application (CFA) is a popular prospecting feature within Profiles that enables potential clients to perform assessments on a personalized website and sends information directly to the advisor. The CFA is now compatible with every tablet and mobile device, to make reaching prospective clients easier than ever.
–Other upgrades center around the revamped interface, designed to increase productivity and make the user experience more streamlined.
–The tool now includes on-screen results so financial planners can see the effect of changes to a client’s inputs and recommendations in real time.
–Organized by most-used features, Profiles now includes a “quick actions” drop-down, where users can instantly create a client file, generate a presentation and access help.
–In addition to Profiles, Zywave’s financial software product family currently includes NaviPlan(R) and Advisor Briefcase(R), financial planning and client communication tools.
Supporting Quotes
–“I believe that an easy-to-use interface is key in creating an excellent advisor experience,” said Craig Uhlenkott, product director at Zywave. “An improved advisor experience translates into streamlined processes and simpler day-to-day work, which ultimately results in enhanced service for the client.”
–“The CFA is truly the only comprehensive tool of its kind, and the fresh look paired with full mobile compatibility will be a home run for advisors,” said Mike Winters, vice president of sales at Zywave. “Advisors can gather prospect information on the spot and provide a link for family and friends, which promotes referrals and keeps the firm competitive.”
About Zywave
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.
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