How do you benefit from a Financial Services Web Portal?

 Financial web portals provide numerous advantages to your operations. Administrative costs are immediately reduced due to interactions between your client and your response teams are streamlined. This includes users being able to retrieve documents online, and on-demand, avoiding distribution costs.

Financial statements, return on investment break downs and investment news information can be accessed easily with a simple login, and in a central view. Users can additionally filter statement information and manipulate how data is expressed on-page for their own convenience.

Financial web portals also present the opportunity for cross-selling to other investment products and encouraging clients to reinvest. Choosing a Microsoft Dynamics 365 web portal can therefore be a solution that increases your long-term profitability.

SEE ALSO: finance 

Example of a Financial Portal

Pensionmark, a financial services company for employees, offers an interactive personal financial portal, which they market as a "financial control center" that offers budgeting and savings tools. Pensionmark's financial portal shows an investor everything they are making and spending as well as everything they own, including savings, investments and real estate, all in one place and kept up-to-date in real time. Customers can chart how long their savings will last based on their expected retirement date.

Pensionmark claims that its "unique service model aims for better outcomes with less effort for every stakeholder." Their financial portal includes elements such as: an organizer, which connects all accounts and information for an organized, consolidated view; a financial workshop, which offers individualized tips on staying on target and managing financial goals; an education center, which offers a personalized library of videos, articles and resources; a vault, which clients can use to store sensitive documents that are available any time they need to access them; a spending tracker and other budgeting tools; digital post mail, which offers secure online delivery of a client's U.S. postal mail; and interactive charts and detailed views on a client's investments.

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