Banking Software:
Agent/Web - For Your Advisors, Agents, and Brokers

Sales Channels. More Important than Ever.

Many analysts predicted the demise of the sales channel when web technology emerged. They were wrong. Today, the dollar volume of financial products sold by brokers, advisors, and agents is stronger than ever. Ironically, the web has made these channels stronger still. Are you providing your channels with the tools they need to help them capture more clients? Are you looking to invigorate your channels? Do yourself a favour—provide them access to Portfolio Plus Agent/web.

Increase Your Agent and Broker Business

Does your organization compete for the business of independent agents? If so, Agent/web can help. Agent/web helps attract and retain independent agent business by providing them with tools and service levels they need. These agents no longer have to wait on hold (for a call center rep) to find out the status of an application or a renewal. They simply sign in to a web portal to discover the status of any financial transaction they’ve originated. This self-service approach is a powerful concept that resonates with agents and brokers.

Agent/Web for Captive Agents

Agent/web also benefits internal and captive agents. You can deploy a limited feature set of a banking system, securely, over the internet to your captive agents. One example is the use of Agent/web for a collection agency. The agency can gain access to the specific data required to help them collect funds that are in arrears, and report new data, but access to other parts of the banking system are not available. As such, the latest collection data is available to both the collection agency and the other employees of the financial institution in real time, providing a service and management reporting advantage.

Secure Browser Access

All access to Agent/web is via a secure browser-based interface and, as such, can be easily deployed in an intranet, internet or extranet configuration. You control the access, passwords, and security levels.

Agent/web Choices

• Agent/web: Retail
• With Agent/web Retail you have the power to allow captive or third party advisors to manage retail accounts for their clients. Agent/web can help you attract advisors who cater to high wealth clients, providing you an opportunity to further leverage this channel to sell other financial products.
• Agent/web: Term Deposits or Investments
• Agent/web Term Deposits or Agent/web Investments allow you to enable advisors access to your financial products. These advisors can easily apply for, sell, and renew financial products from your institution. If you’re looking for a way to make your investment and term deposit products easier to manage for brokers, Agent/web is it.
• Agent/web: Mortgages and Loans
• Mortgage brokers and other types of lending brokers want to be able to apply for and renew loan and mortgage products easily. Agent/web makes it easy to do. Brokers can also sign onto the system to determine when their various mortgage or loan products are renewing.
• Agent/web: Collector
• Collection agencies can work seamlessly with your organization using Agent/web Collector to securely access the data they need regarding loans that are in arrears or default. Agent/web Collector allows agents to update the notes on your system in real time. The benefit is that all other service representatives will have access to this information immediately. These notes are updated in Portfolio Plus, in real time, so your employees are kept in sync with the status of any loan or mortgage that is in a "collection status".

Embrace and Extend Your Brand—to the Sales Channel

Agent/web Brochure

With Portfolio Plus Agent/web you’re not only offering your channels the tools they need to make it easier to do business; you’re also extending your brand into their daily lives. With Agent/web you have complete control of your branding and graphical aesthetic. When you deploy Agent/web you choose the logos, page colors, fonts, line spacing, and more. Agent/web uses the power of cascading style sheets to make it easy to manage and change your design as required.