Statement of Advice

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.

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Description

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.

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