Advisors

GIVE YOUR CLIENTS MORE THAN EXPECTED
Optimize your operations & margins with Kordinator smart solutions
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Analyze

Understand

Predict

Improve

BE THE MARKET EXPERT

Your clients rely on you to advise them on the best financial decisions. Use the AI model to help you become more efficient in your day-to-day business.

  • Enhance annual enrollment rates
  • Understand exactly where your time and money should be spent.
  • Reach out to your leads at the optimal time when they are ready to purchase
  • Optimize retirement planning for clients
  • Reduce call center operational costs

Optimize your workflow

Every finance benefit broker needs a smart toolset to improve operations. Now you can close more leads and retain more existing customers.

  • An artificial intelligence tool analyzing existing portfolios & recommending further investment opportunities
  • Online scheduling solution to give clients prompt feedback
  • Cognitive learning solution to enhance the sales process with recommended customer touchpoints and next steps
  • Central dashboard with all communication allows more efficiency and speed for brokers to get in touch with clients & provide feedback
  • Multi-lingual support to include a higher potential target
  • Online, available anywhere anytime

Optimize your workflow

Every finance benefit broker needs a smart toolset to improve operations. Now you can close more leads and retain more existing customers.

  • An artificial intelligence tool analyzing existing portfolios & recommending further investment opportunities
  • Online scheduling solution to give clients prompt feedback
  • Cognitive learning solution to enhance the sales process with recommended customer touchpoints and next steps
  • Central dashboard with all communication allows more efficiency and speed for brokers to get in touch with clients & provide feedback
  • Multi-lingual support to include a higher potential target
  • Online, available anywhere anytime

What if I don’t want to digitize everything?

You are in full control here. You may choose to automate email responses, reminder emails, meeting scheduling, or you may choose to only automate one of them. It’s your business and it’s completely up to you. You may also adapt these options at any time as your business progresses.

How do the automated responses work?

Our solution comes with a response library already loaded in with the most common and general questions asked, based on our studies and experience. These include health, finance, payroll and retirement services. There is also a simple interface to easily edit them to fit your company’s corporate tone.

How do I send/receive documents?

The Kordinator solution has a secure option to send enrollment documents and benefit forms. You just upload it into the tool and select your client. It’s the simplest and most protected way to exchange documents.

How secure is this my data?

We build our products with the utmost secure architecture and coding standards. Each new update undergoes extensive testing to make sure that nothing can be accessed from the outside as we understand and appreciate how important data protection is.

Request a call to start using your broker assistant today

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