for financial services
Wholesalers face mounting pressure to improve the performance of their distribution channels. This is directly linked to their ability to efficiently deliver support to producers, manage relationships and achieve greater operational efficiencies. These objectives can only be achieved if the Internal Sales Desk and External Field Consultants are working as a team to proactively and reactively support Producers.
Navagate strategies for wholesale distribution focus on providing proactive training and marketing support as well as reactive sales support to help Producers win and close new business. Our solutions allow your team to identify and focus on your most effective Producers, while pinpointing weaker performers in need of additional training and support. By supporting recruitment and on-boarding processes, our solutions enable you to maximize channel growth.
Navagate Distribution Optimization Solutions support these goals by analyzing, institutionalizing, and transparently automating the successful sales, management and support processes of your leading advisors. By integrating and automating the most successful behaviors across the enterprise and creating recommendations for next best actions, repetitive administrative tasks are eliminated and more time is created in the wholesaler’s day to spend on high yield activities.
With Navagate Distribution Optimization Solutions, the Internal Sales Desk is empowered with the ability to create a closed loop approach to support and to maintain profitable, on-going relationships. The transparent automation of expert knowledge allows External Field Consultants to strategically plan how to manage their day and tactically prioritize activities. As a result, companies achieve greater efficiencies, enhance productivity, and drive top line results, while reducing operational expenses.
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