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Banking Software:
AgentWeb - 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 AgentWeb.

Increase Your Agent and Broker Business

Does your organization compete for the business of independent agents? If so, AgentWeb can help. AgentWeb 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 centre 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.

AgentWeb for Captive Agents

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AgentWeb 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 AgentWeb 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 is 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 AgentWeb 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.

AgentWeb Choices

• AgentWeb: Retail
• With AgentWeb Retail you have the power to allow captive or third party advisors to manage retail accounts for their clients. AgentWeb 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.
• AgentWeb: Term Deposits or Investments
• AgentWeb Term Deposits or AgentWeb 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, AgentWeb is it.
• AgentWeb: 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. AgentWeb makes it easy to do. Brokers can also sign onto the system to determine when their various mortgage or loan products are renewing.
• AgentWeb: Collector
• Collection agencies can work seamlessly with your organization using AgentWeb Collector to securely access the data they need regarding loans that are in arrears or default. AgentWeb 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

AgentWeb Brochure

With Portfolio Plus AgentWeb 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 AgentWeb you have complete control of your branding and graphical aesthetic. When you deploy AgentWeb you choose the logos, page colours, fonts, line spacing, and more. AgentWeb uses the power of cascading style sheets to make it easy to manage and change your design as required.