an enterprise platform copyright © 2002-2008 impact technologies group, inc. | all rights reserved...

An Enterprise Platform

Copyright © 2002-2008 Impact Technologies Group, Inc. | All Rights Reserved | www.bmcprofiles.com | Ph: 01743 248515

Improving the Way You Do Business

Empower Your Advisers• Advisers spend more time in front of clients• Advisers become the “Trusted Adviser”

One Common Platform• Manage distribution of multiple tools with user roles• Enable firm’s experts to collaborate with advisers more easily• Automate delivery of consistent planning advice across the firm• Reduce training and support costs


Why BMC (Bank Marketing Consultants) Ltd?

Serving the UK Financial Services industry since 1983• Devised and launched Jeans Savings opening 200,000 new accounts for

TSB in first 12 months• Developed BMC hand-held electronic rate book and delivered 16,500• Users included Royal Life, Pearl Assurance, TSB Trust Co., Friends

Provident, Britannic, Royal London, Wesleyan


Why Impact?

Serving Financial Services Market for Over 23 Years• Banking, Capital Markets, Insurance

Commitment to Cutting Edge Technology• Microsoft Gold Certified Partner• Leader in financial planning applications

Sell to Enterprises and Individual Advisers • Easy to integrate into existing infrastructure• Includes marketing and training resources to aid in product rollout• Compliance Friendly – presentation is locked down

Copyright © 2002-2006 Impact Technologies Group, Inc. | All Rights Reserved | www.impact-tech.com | Ph: 800.438.6017

Case Study – Adoption Rates

Problem• A major US bank wanted to transition from transactional to consultative sales. • Wanted a “repeatable process” with consistent level of service

Solution• PlanLab implementation.

Results• Quick adoption and increased close ratios prove PlanLab is easy to use!

Before PlanLab(1 Full Year)

After PlanLab(After ONLY 3 months)

Total Plans Created 1769 2349

Avg. Plans per Adviser per Year 8 47

Adviser Penetration 79% 99%

Close Ratio per Plan 40% 62%


Case Study – Solution Effectiveness

(Annual Values) Transactional Sales Financial Plans

Assets Gathered per Close $19,000 $96,000

Revenue per Close $817 $3,100

Reasons Cited Trusted Adviser Discovery of New Assets Discovery of New Needs

Benefits• Consistent financial plans presented• Consistent advice recommended• Bank limited functionality for less experienced advisers & increased functionality for

others• Assets Gathered per Close: 500% increase• Revenue per Close: 380% increase


An RDR-ready tool for the enterprise


PlanLab – A Tool for the Enterprise

Marketing• Control what advisers see• Link planning to product marketing

Compliance & Legal• Control what advisers present• Automate delivery of consistent planning advice across the firm• Archive client data and presentations created

Sales Management• Control what advisers access• Manage distribution of tools with user roles• View Usage Reports

Support• Reduce training and support costs• Enable firm’s experts to collaborate with advisers more easily


Easy to Access – Single Sign-On


Control what advisers see

My Site – Campaigns and Messaging



Edit Content Tab – Control Messaging



My Site – Prospecting Materials



Edit Content Tab – Manage My Site Content



Compliance & Legal• Control what advisers present• Automate delivery of consistent planning advice across the firm• Archive client data and presentations created


Control what advisers do

Client File – Client Contact Information



Recently Created Presentations



Journal – Client Info & Presentation Archive



Sales Management• Control what advisers access• Manage distribution of tools with user roles• View Usage Reports



Administration Tab



Administration Functionality



Administration Functionality – Roles



Roles - Permissions



My Site – Quick Intuitive Fact Finders



My Site – Adviser Info and Reports


See the results!

Control Enterprise Reporting

By Product

By Business Unit

By User Role

By Advisor


See the results!

Examine Enterprise Reporting


See the results!

Visually See Enterprise Reporting


See the results!

Create Better Enterprise Reporting



Support• Reduce training and support costs• Enable firm’s experts to collaborate with advisers more easily



My Site – Training Resources



Training Resources



Training Resources – Product Specific



My Site – Support Resources


Easy to Support

My SiteOn-Demand Training VideosProduct User Manuals

Product Support (BMC)Phone: 01743 248515E-mail: [email protected]: www.bmcprofiles.com

Case Design SupportHome Office Resources


mailto:[email protected]

http://www.bmcprofiles.com/

an enterprise platform copyright © 2002-2008 impact technologies group, inc. | all rights reserved...

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