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Knowledge Management = Risk Management

Today, one of the greatest risks facing financial services companies is turnover — when agents and advisors leave, the best practices of the best people simply walk out the door. The fact of the matter is that in our industry, Knowledge Management equals Risk Management. Yet most financial services companies lack cohesive Knowledge Management systems to aggregate and memorialize the most productive processes of the most effective producers.

Navagate’s strategic approach offers a proven solution to two chronic problems that plague financial services companies:

Turnover – Mitigates the risk from turnover by capturing expertise with automation
Inconsistency – Best processes are formalized and spread across the organization

Our Business

Distribution Optimization
Distribution Optimization solutions standardize productive, yet informal work habits and leverage technology to automate time consuming sales processes that inhibit face-to-face selling time....learn more