This fact find project can either be completed by financial advisers on behalf of a customer, or by customers seeking financial advice. It generates a statement of advice as a Microsoft Word document that provides guidance on appropriate insurance policies.
WHAT ELSE COULD I DO WITH THIS PROJECT?
- Create customized policy recommendations based on information such as annual income and debt repayments
- Connect Infiniti to a data source to pre-fill the form with existing customer information to save time
WHO USES SIMILAR PROJECTS?
A major New Zealand bank uses Infiniti as part of its fact finding processes.