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Savings Mate

Interactive product focused sales and advisor tool allowing a mixture of simple and complicated 'what-if' anaysis.

Modelling options include the ability to include;

• Compare 3 savings rates based on monthly and initial commitments

• Compare 3 products based on standard set of parameters

• See how much you have to save on a monthly basis to reach certain objectives

This visual tool presents figures in a unique manner and highlights the best product where appropiate based on the selected product and customer profile (e.g. tax band).

Deployment

Savings Mate (Flash application) can be deployed on;

• Your consumer or intermediaries website

• Your branch intranet

• Laptop's for advisers