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Multi-lingual mobile responsive website and portal solution to enable clients to experience a unified personalized digital experience where content, sales, marketing and work management are consolidated instead of siloed.
Information technology has paved its way into the financial, insurance and takaful sector. Organizations have invested heavily in modernization of core system and operational capabilities to meet the changing demands and expectations of different stakeholders. However, actual returns from this transformation seem to be lower than expected. This has been associated with the lack of a digital strategy that focuses on delivering products and services direct to customers. The WebPortal is a customer-centric solution that establishes the foundation of a digital strategy that not only delivers revenue but aids in the promotion of online brand identity. The solution is scalable focusing on achieving business goals in the digital arena. It covers a wide array of functionalities including web content management, e-commerce activities, online marketing, personalized workflow automation, intranet and collaboration, online communities and platforms. As organization grow and engage in digital transformation, they need powerful tools that reduce the time to market, ensuring all solutions are well integrated to reap benefits from their digital strategy. The WebPortal solution offers the ease of developing a unified digital experience where content, sales, marketing and work management are all combined in one place overcoming the issues traditionally faced due to siloed systems.
The portal architecture separates content and data from the UI presentation, allowing simpler maintenance of system for different users. The portal extends this same UI presentation to mobile apps via remote services to get data and update the centralized customer experience, with positing proposal and service request to back-end systems. This is used for targeted campaigns and providing analytics & insights to the marketing team and management.
WebPortal is multi-lingual, enabling you to easily create multi-lingual sites and portals using common page templates, content can automatically be translated using the various translation engines, and routed to the relevant person to review and update, before the content is approved and published. Once the content is approved, the workflow gives the content administrator the option of automatically posting to social media sites.
Integration with Multi-channel Distribution Management System (McDMS) provides analytics and insights based on the channel hierarchies. It can also be used to compute sales staff KPIs and income (commission). Each workflow automation process can be triggered by specified actions or lead scoring to route, update, notify and push to the back-end. Integration with Enterprise Product Configurator (EPC) maintains the master products that are used for the Choice Online Store (COS) and to distribute products to the consumers where they can have choice of guided sales or quick shopping cart approach.
Creating and managing campaigns is simple and you have the option to dynamically build target lists based on personas and lead scoring. The analytics ties CTAs back to campaigns, allowing you to see the drop-off points and refine the customer journeys. In additional the A/B Testing & Multi-variate testing can be used to test alternative pages to analyze the consumer engagement.
The advantage of WebPortal Solution is the embedded risk management services that enables insurer and takaful operators to monitor risk management policies for security management and regulatory compliance including Bank Negara Malaysia (BNM), Personal Data Protection Act (PDPA), Financial Services Act (FSA), Islamic Financial Services Act (IFSA), General Data Protection Regulation (GDPR) and Internet & Security guidelines.
The WebPortal is a holistic system integrating all of the solution features saving the hassles of dealing with disparate systems.
Ease of use
Customizable forms and page template, gives users the power to develop and implement fully functional websites in less time. The simple user interface allows quick edits and updates.
Our API’s allows integration with virtually any platform. The solution scalability option can provision for your company’s ongoing growth.
Easy page management
Customizable page templates and forms with limited coding. The predefined pages allow creating websites as per your preference. Apply content workflows to route to others for verification and approval.
Content and design separation
Content writers are free to work independently from developers whose main focus is on functionality and layouts.
Create website once and have it adapted to different devices. The mobile preview options show the mobile view and saves time allowing quick and immediate adjustments.
Unified brand experience
Deliver a unified brand experience, regardless of device or location.
Support online sales by establishing online e-commerce stores that are highly flexible in design, navigation and functionality. Customization of products based on different sales channels with price management.
Multiple Language Support
Offers simple implementation of multiple language and currencies and translation management.
Customer 360° view
Integrated customer interaction from website and email interactions, generating analytics from social media all from a single user interface.
Provides real-time insights in customer behavior, generating sales alerts based on your customers’ engagements with brand.
Personalization and customization
Allows content personalization via tracking customer journey, developing person, segments and targeting the right content to the right visitors for better ROI.
Caters for lead nurturing in the sales process. Appropriate actions lead to triggering of marketing activities.
Rating leads over a period of time allows better classification of marketing and sales qualified lead that can be handled by appropriate team.
Internal team collaboration
The intranet feature of WebPortal empowers project teams to have a hassle-free workflow for smarter working, with customized department specific pages, collaboration workgroups, document sharing and updates with version controls.
Web Portal Solution for Sales & Servicing
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 WebPoS yourself!
All your Digital Needs with 121Advisor's Customer First Connected Enterprise Digital Framework
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Multi-lingual Robo Advisor and chatbot that utilizes hybrid trees and natural language processing (NLP) to engage with customers to offer a more personalized customer experience and generate more referrals.
Web Portal Solution for Sales & Servicing (WebPoS)
Referral Management & Marketing Automation (ReMMA)
Effectively and efficiently auto-assigns, tracks and manages lead refferals and conversions based on user defined workflows. Marketing automation results in personalized content delivery, targeted campaigns and engagement.
Sales Activity Mobile App (SAMA)
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Choices Online Store (COS)
Allows insurers and takaful operators to provide direct purchase of products online. Can integrate with Multi-lingual Chatbot for Financial Insurance & Takaful (FITbot) robo-advisor services as well as referrals via Referral Management & Marketing Automation (ReMMA).
Takaful & Insurance Mobility Made Simple (TIMMS)
A cross platform mobile point of sales solution allowing agents to identify client financial needs via Customer Fact Find, recommend products, make presentations, generate quotes and e-submit applications, in a regulatory compliant process.
Customer Self-Service Portal (CSSP)
Reduces operating cost by enabling the customer to view their detailed information in terms of profile, policies and contracts purchased online, make renewal payment, submit service requests, seek information, or file a complaint.
Community & E-worksite Marketing & Distribution (CeMD)
Community portal solution allows organisations to engage with members of their community to nurture trust and create advocates thereby improving customer retention.
Multi-channel Distribution Management Solution (McDMS)
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.
Enterprise Product Configurator (EPC)
Reduce the time to market for insurance and takaful products. Built to rapidly setup product rates, illustrations, validation engine as well as automated testing module allows quick product deployment.