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For general agencies, IFAs, brokers to simplify operations by consolidating their diverse requirements. With built in performance management and compensation computation our clients have seen improved sales with reduced administration costs.
Multi-channel Distribution Management System (McDMS) offers financial services companies, including insurers, takaful operators, banks and unit trust companies an innovative way to support and reward sales teams across multiple distribution channels. McDMS features multi-channel administration, compensation computation, performance management, KPIs, payroll and promotion/demotion, using rule-based automation to process data from multiple core back-ends. With every distribution channel being unique our solution helps companies and agencies consolidate and simplify their diversified needs for improved productivity and sales outcomes.
The growth of the financial services sector and complex regulatory compliance have led agents and financial advisors to demand higher level of service from their financial providers. They expect providers to utilize the technological solutions and enhance their experience. Distributors and agencies expect comprehensive features, specific measures and personalized reports to help them manage and grow their businesses. Regardless of the business size, McDMS help improve overall service efficiency, reduce cost and simplify management of their downline sales teams at all levels. Thus, financial providers/agencies need to be equipped with a personalized, flexible and customizable system that supports their distribution channels effectively.
Customers increasingly expect products to be available via more than one channel
Allows more target market segments to be reached
Secure, regulatory compliant, cost effective hosted services solution
Flexible rules-based compensation
Manage multiple-channels for example agents selling both Insurance and Unit Trust with different compensation rules
Integration to multiple data formats from back-ends
Options for agent activity management tracking and KPI targets
Generation of CP58 income tax statements
Rule based Promotion, Demotion Recommendations
Easily manage agency hierarchies
Agent referral tracker
Enhance ability to cross sell and re-market to all clients
Real-time system responsiveness
Multi-channel Distribution Management Solution
We look forward to showing you how our solution allows you to build a seamless customer experience for your customers.
Request a demo now and experience the McDMS yourself!
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Multi-channel Distribution Management Solution (McDMS)
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