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Distribution Optimization for Retailers

Navagate’s Distribution Optimization Solutions help some of the world’s largest banks and insurance companies manage and automate distribution sales and selling processes, freeing advisors to focus on their critical tasks: interacting with clients, increasing wallet share, growing assets under management, and ensuring regulatory compliance.

Navagate Financial Services Distribution Solutions will allow your organization to achieve key competitive advantages:

Deliver successful sales methodologies to create consistent and repeatable sales processes that increase conversion rates and drive higher revenue growth
Leverage a holistic 360 degree client view at every customer touch point to identify renewal processing, complimentary solutions, financial product promotions, cross-sell/up-sell opportunities, and other valuable recommendations
Integrate customer and household data with line of business financial products and customer portfolios in order to successfully convert more referrals, grow wallet share and decrease customer churn

For further details on our Distribution Optimization Solutions for Retailers, check out our Case Study for Retail Distribution.

Navagate will help you analyze how your organization connects people, processes, and technology to locate inefficiencies in your client advisory and selling processes. With this understanding, and through a combination of our uniquely tailored technology solutions and depth of industry experience, we will deliver a solution that will immediately deliver impressive results.

Contact a Navagate associate to learn more about our Retail Solutions and how we have helped our current customers maximize sales >>