Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. ****You need iOS7 or later to use SmartAdvisor.**** Using intelligent integrated database mining and a re-engineered servicing process, advisers can use SmartAdvisor to:View all their clients and their key information- Identify cross-sell opportunities are available for each client- View opportunities for product integration to maximise value for clients- Conduct a medical needs analysis- Compare Discovery Health plan options-- Quoting a prospective applicant looking to join Discovery Health Medical Scheme-- Submit new business applications-- Track your new business applications
免費玩SmartAdvisor APP玩免費
免費玩SmartAdvisor App
SmartAdvisor APP LOGO
SmartAdvisor APP QRCode
| 熱門國家 | 系統支援 | 版本 | 費用 | APP評分 | 上架日期 | 更新日期 |
|---|---|---|---|---|---|---|
| 未知 | iOS App Store | 3.0.1 App下載 | 免費 | 2012-09-04 | 2015-06-04 |
