Goal Post is a comprehensive, integrated, modular, Front-Desk Sales Platform specializing in Distribution of Financial Services products using Intelligent Goal Planning Strategies, Core Banking Integration, and full transaction process integration, seamlessly.
Key Issues in Financial Product Sales
WHY the need?
HOW can we help you?
Key aspects of the customer planning journey like Risk Profiling, Goal Planning, etc. are seamlessly managed through an interactive, user-friendly interface of this one-stop system. It also analyses the investment type and recommends the right products for investment based on the profile of the prospective customer along with the investment gap! To add to this, once the recommended investment value is determined, the system also allows the user to re-adjust the goals to suit the investment capacity.
Based on the selected investment, the system provides the investment illustration, auto-fills the enrolment form and further automates the entire end-to-end product selling process digitally. That isn’t just it! The system also has the capability to integrate and work with third-party product companies or custodians to share the relevant information of the sale!
The system tracks the performance of the Investment vis-à-vis initial Goals set by the customer, thus helping them to re-adjust the investment based on the performance. System also helps the customers to execute the transactions related to the initial investments and make necessary course corrections in their plans.
After the planning and/or Investment process, if the customer needs to save certain goals to plan for the future and invest later, this can be done. It also provides an MIS for the Bank team to review goals that are planned but not invested in, thus reminding the customer towards that.