Provisio Enterprise Server

Overview

Provisio Enterprise Server coordinates advice activities throughout your organisation. It is installed on the network and integrates with the fund administration systems — and, it centrally manages your advisers' Provisio Desktop implementations. A common example of coordinated activity is the ability for advisers and online members to "co-browse" advice sessions: If an online member needs help, they ask an adviser to join the session. The adviser can perform more complex operations and then present the results to the member.

Provisio Enterprise Server also has many benefits for various business units. It makes the fact-find process easier by retrieving known member data from administration systems, such as super balance or contributions history. It tracks advice history and SoA generation for easy auditing and compliance, and enables targeted marketing using personalised projection results.

With the calculation power of Provisio in an enterprise-ready architecture, Provisio Enterprise Server extends beyond the adviser's screen and out to the world. It is well suited for larger organisations who need a single, consistent advice system that serves multiple business units. You can use Provisio Enterprise Server to:

• Provide web-based self-service advice through your own interface
• Incorporate member data from your existing systems (planning, administration, CRM) into strategy calculations
• Use Provisio calculations in marketing mailouts, to inform clients of the personal benefits of implementing a particular strategy.
• Ensure that client advice history, auditing and compliance are centralised.

Provisio Enterprise Server's open architecture means that its power is available to any business system or process that can take advantage of it.

Features

• Fully customised web-based solution is built into your existing site
• Web self-service tools are integrated with your call centre, so members and advisers can share strategy information
• Integrates with your administration and other back-office systems, so client data can be pre-populated into calculations, as well as SoAs and forms
• Advisers can generate SoAs within minutes of initial contact with the member
• You can enable members to generate their own SoAs, or forms already pre-populated with their personal data and strategy information