Holistic advice within reach. Holi provides insight into the client's entire finances and life situation, so you can offer the advice that is right for the client's situation.
Holi gives the adviser the tools to spot when the client needs a pension check. With a single click, you can send a tailored flow if the client is buying a home, having children, getting married or divorced, for example.
This ensures proactive advice and generates additional sales when it's relevant to the customer.
Holi provides an overview of your dialogue with the customer, so the advisor always knows what the customer has been recommended in the past. Holi automatically logs all dialogue, so documentation is at your fingertips when you need it.
Pensure helps with the easy integration, so you can get off to a good start.
Holi provides the advisor with an intuitive case management system. Get a quick overview of both private and corporate clients. Create tasks and reminders for yourself or your colleagues with clear deadlines. Communicate directly with the client and send needs assessment flows with a single click.
All our solutions are 100% white label and can be adapted to your visual identity.
We encrypt data in two layers and log changes and activities, so security is top notch.