Sun & Navagate Alliance
Sun and Navagate have collaborated to enable the optimization of distribution channels for the financial services industry. Increasing direct and indirect revenue generation while decreasing operational costs are two of the driving benefits of the Sun - Navagate alliance.
Navagate's Agility Solution Suite powered by Sun is a Distribution Optimization Solution for advisors and agents who sell financial products through retail or wholesale channels.
Navagate's Distribution Optimization Strategies will help you analyze how your organization connects, via its systems, processes and people, to locate inefficiencies and bottlenecks in the advising and selling process. The solutions will empower your advisors and producers, by creating more time in their day for selling, and drive win rates, all ultimately leading to substantial cost savings and improved top line results.
Through a combination of our combined technologies, applications and experiences, we can increase individual selling time 25-40% broadly across your distribution organization, driving better new customer acquisition and cross-sell. In financial services, more selling time equals more sales.
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Agility Provides Effective Solution
Through flexible, web-based solutions, the Agility Solution integrates core selling processes into a unified platform, enabling financial services professionals to gain more contextual knowledge about customers, automate previously manual processes, improve marketing effectiveness, and lead distribution, each resulting in more selling time with their clients.
Built on the Java Enterprise Edition (J2EE) Platform with Sun's advanced Service Oriented Architecture (SOA), the solution provides unparalleled access via the web-based enterprise-class platform. The Navagate Agility line of software solutions running on Sun's New Distribution Channel Portal enables an integrated view of customer relationships and their related financial history and interests.
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