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Latest News
iDfp
Virtual Office maximises client contact time
In the current
market place the demand for financial advice is so large that
financial planners do not have the time available to respond to
all requests. To meet this challenge iDfp was developed as a
business service focusing on increasing revenue, minimising operational costs and improving client service through the use
of the latest proven technology The service is scalable to cater for the one man operation through to the largest Dealer Group. [
Read
more ]
iDfp continues to raise awareness of real-time compliance monitoring
In Australia most dealer groups conduct compliance checks after the event in the form of an audit. iDfp has for a while
now spent time in demonstrating how with the use of the technology behind iDfp_Navigator, that Dealer Groups could provide real-time compliance guidance to their
financial planning practices. This technology has been driven out of the need within the financial services industry in particular stockbroking and investment banking.
The compliance guidance can cover all forms of communication and advice to clients from email to documents through to voice. [ Read
more ]
Opal Announcements
What
Analysts are Saying About Autonomy
(iDfp_Navigator)...
Autonomy's second quarter was highlighted by kudos from some of the world's leading technology and financial analysts.
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IDC: "The clear leader in enterprise search is Autonomy."
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Forrester Research: "Autonomy established de facto market share leadership in enterprise search platforms… IDOL is the most complete, integrated platform."
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Merrill Lynch: "Autonomy is the leading (OEM) vendor."
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JP Morgan: "We believe Autonomy will deliver EPS growth well in excess of the industry."
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Cazenove: "We expect underlying demand for Autonomy's products to remain healthy, supported by solid drivers including compliance and regulatory requirements,
spread of new technologies such as VoIP and instant messaging and also the requirement to cope with, and
analyse ever growing quantities of data."
IBM have just released Sameplace V7.5 that will enable iDfp to extend the Virtual Office functionality
to incorporate more Instant Messaging(IM) and Web Conferencing capabilities
iDfp clients have up until now used Skype for instant messaging and GoToMeeting for instant communication with
the team at iDfp and with their own clients, but now an iDfp user will be able to invite a client into their virtual office
to review paperwork and conduct all aspects of business without the client needing to come to the office and at a time that is at their convenience. [ Read
more ]
Still on the topic of IBM's technology, a new WebSphere Portal version has been released that enables iDfp to extend the Virtual Office capabilities
The "Virtual Office" concept in iDfp provides for three modes of operation. These are between iDfp and our clients; iDfp Dealer Group clients and their Practices and
importantly between the Financial Planning Practice and their own clients. It is well known that there is a high correlation between high net worth and the inability
of the client to meet the financial planner - iDfp Virtual Office (VO) brings the client to the Planner at a time and from a place convenient to the client. [ Read
more ]
Partner Announcements
 i-mate,
the mobile devices that Opal use, have announced some new devices
For more information access i-mate's latest news letter here
[
Read
more ]
Autonomy's etalk Announces Innovative eLearning in the Contact Centre
Opal are pleased to announce that etalk has now modularised the eLearning capability directly within the etalk Qfiniti product set. Opal have been involved in implementing real-time
eLearning advice and guidance applications and are pleased to see this recent development. etalk today announced the availability of Qfiniti Expert 3.0 for agent eLearning. Qfiniti Expert automates agent education through the
targeted, intelligent delivery of online training programs. Moving beyond traditional approaches to contact centre training,
Qfiniti Expert takes the next step to extend training content as a real-time information resource during customer-agent interactions.
Wealth of Dashboard objects from MicroStrategy expands management reporting capabilities
MicroStrategy 8 enables companies to monitor the key performance indicators (KPIs) that drive enterprise performance. MicroStrategy 8 can generate scorecards and dashboards for everyone in the enterprise,
showing each person the KPIs they need to monitor and manage. To rapidly deploy these scorecards MicroStrategy 8 automatically personalises each scorecard and dashboard for each individual based on their roles and group affiliations.
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Customer & Analyst Quotes
Dealer Groups &
Providers
Royal & SunAlliance
"Royal & SunAlliance is forging ahead and making the most of the opportunities afforded by the new economy, as has
been shown by our Usecolor service. We are now moving ahead to apply Autonomy's technology throughout the Group to help us
exploit our knowledge base, achieve increased productivity and further enhance customer service. Autonomy helps us to concentrate
on our core business by automating the processes that act on our information."
Implementation Time? 2 weeks!
Zurich Financial Services
Needed to implement a sophisticated Extranet portal
service, enabling risk managers and customers to access a
broad selection of risk related information in an
interactive and personalised way, anywhere, at anytime. In
so doing, to gain a competitive advantage and increase
customer satisfaction. Implementation Time? 3 weeks!
Financial News Services
Reuters
Deliver accurate and timely content to Reuters' customers
- Provide real-time equities market data to more than 40,000 professionals at banks, brokerage houses and other
financial institutions.
Financial
Planning Practices
“iDfp? Brilliant! Here, to give you an idea, the Life side of the Practice have been campaigning
to individual members of select Corporate Super Funds and as a result of their work some of the respondents have indicated that
they are interested in some General Insurance products as well. So I quickly knock out an email template, sent a request to the
iDfp team and then within an hour they have created a campaign, added my GI needs as a new wave to that campaign, sent out all the
emails and later that morning I already had responses and work to close! Now clear off I have work to do!” Sheryl Johnson
We now know which financial products are the most
profitable, which vendors are the most responsive, those
planners who are selling the most, the clients who take up
most of our time with the ability to automate our processes.
Did I mention we have five campaigns on the go that we are
managing with little effort?” Richard Zielinski
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