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vwd sales process solution

Competent customer advice - legally compliant and exemplary - certified.

At a glance

The vwd sales process solution is an effective and customer-oriented consulting instrument for fund sales that focuses on the wishes and individual goals of the customer, can be easily adapted to the requirements and processes of companies and guarantees the consultant and broker legally compliant process and consulting documentation.

Your benefits

  • Support of the sales partner
  • Legally sound advice
  • Simple and clearly structured advisory solution for retail and affluent banking
  • Consulting and administration in one application
  • Legally compliant documentation, logging and comprehensible presentation of the consulting process
  • Target- and result-oriented consulting
  • Differentiation through very simple navigation, handling and transparency

In the application, the broker or agent is guided through all essential process steps. This is simple and structured so that the customer understands and can follow all aspects as well. Complex facts become understandable through visualization and easily comprehensible for the customer. This approach leads to a product offer tailored to the needs, wishes and personal risk appetite of the customer.

The consulting solution of the vwd group is certified by the law firm Wirth-Rechtsanwälte, Fachanwälte für Versicherungsrecht und gewerblichen Rechtsschutz. According to this, the application of the solution offers legally compliant and high-quality advice in an exemplary manner. "The vwd consulting solution allows a valid adequacy and suitability test", states specialist lawyer Norman Wirth.

 

 

ContaCt

Any questions?

Burhan Sancar will be happy to answer your questions about the vwd sales process solution.

Phone: +49 69 50701-294
E-mail: bsancar(at)vwd.com

Headquarter

vwd Vereinigte Wirtschaftsdienste GmbH
Mainzer Landstrasse 178 – 190
60327 Frankfurt am Main

Phone: +49 69 50701-0
E-mail: dialogue(at)vwd.com

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