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FIDA4insurance

FIDA4insurance: the first Robo4Advisor solution for distributors of insurance-financial products.

Combine synergistically the human relational capacity (the human advisor) with the digital computational capacity (robo-advisor).
The robo-4-advisor is the point of equilibrium between these two components: although the processes are governed by automated software solutions, it is able to satisfy the constant need of many consumers to relate with a natural person, especially in the case of purchasing more complex products.

IDD managementin 4 points

A platform designed to support the operational impacts of the Insurance Distribution Directive (IDD) related to the management of insurance-financial product distribution processes (IBIPs).

Process automation

Reduction of non-compliance risks

Government of the PoG process

Management of the sales process in advisory mode

Robo-for-Advisor modules to support IDD processes

PRE-SALE

CLUSTERING

Know the customer (demand & needs) and cluster it according to differentiated target market.

CLASSIFICATION

Product classification - Association with the identified target market - Document flows management between manufacturer & distrubutor.

PROFILING

Customer profiling and product proposal adequacy / appropriateness check.

FILING

Documents and informatuin registers for each client - Operational flows carried out by distributors to manufacturers.

DOCUMENTs PLATFORM

Document production platform - Customer sales reports and annual reports

AFTER-SALE

PERIODIC CHECK

Continuous adequacy check on sold products: customer re-profiling and contextual verification of product suitability alignment.

MONITORING

Periodic product monitoring - Distributor to manufacturer flows on critical product evidence.

CONTROL

Periodic checks for customers' demands & needs

F.A.Q.

FIDA4insurance is a platform for Distributors of insurance investment products and in particular multi-firm agents, companies, banks, brokers and financial advisors.

  1. Life Products Section
    • Scheda Product details: 
      • KIDs Master data,
      • Risk profile, recommended time horizon, declared product target market and costs,
      • Pconstituends (internal funds, external funds, separate management, other)
    • Pre-contractual documents (file or prospectus and KID)
    • Product cataloging: product characteristics relevant for sale to different customer profiles.
  2.  Pre-sales section
    • Saved proposals
  3. After-sales section
    1. Sold contracts/product
    2. Customer Monitoring Dashboard

Life Products (unit-linked and multi-brand products in the distributor's catalog) with underlying Funds, ETFs or Indices.
The insurance product sheets are complete with underlying data with FIDA Classification and categorization, FIDArating, Quotes, Graphical analysis, Statistical analysis, Official documents.

Customer IDD / MIFID2 database and management, FIDA Multivariate profiling questionnaire, Insurance proposal archives, Customer reporting on private web-page, Customer monitoring (Dashboard) in order to check adequacy and consistency of a sold product when it is associated with one or more model portfolios.

Yes, there is a "Model portfolios" module for building and displaying predefined allocations based on the recommended target market and portfolios.

Only for the FIDA4insurance Network Admin License exists the possibility to create, manage and share model portfolios and model proposals toward the FIDA4insurance istaces owned by the advisors network.

F4i

the F4i project

Modular
FIDA4insurance is designed to be customized in functionality and branding and, in order to to meet all the needs of organized structures,  can be integrated into existing systems.

Private Labeling
Ideal for institutional clients who want to equip their network of professionals advisors with an easy, comprehensible and complete tool for assucurative-financial advice, promotion and portfolio reporting.

Application as a service
FIDA guarantees to its partners a 360-degree service: from implementation to maintenance, from hosting to storage of sensitive data.

TORNA SU