Adviser web tools...

Our solutions are designed with two main aims in mind...

• To boost the efficiency and productivity of distributors and manufacturers of investment products.
• To make it easier for advisers to write business with product providers.

Huguenot solutions can be implemented individually or combined as a fund tool-kit – which can serve as a centre for investment communication and investment sales tools.

In either case, they will be fully re-branded and seamlessly integrated within your website.

In a highly competitive retail market, these tools provide compelling support to advisers throughout the sales process – pre approach, point of sale and post sale – building stronger relationships with advisers and driving usage of your website.

Capture adviser intelligence...increase sales conversion rates

At the heart of all Huguenot online tools is a simple but critically important principle...

All information extracted from the tools should be made available to in-house teams to allow them to follow up leads and increase sales conversion levels.

So we capture adviser intelligence and provide real-time access to a comprehensive activity log for all tools. This allows careful analysis of fund and investment choices across each tool, plus itemised details of each illustration or letter generated.