Our customers Folksam, PTK and Söderberg & Partners use Consilio! • Automation of regulated advisory and sales of financial products B2C and B2B • Supports advisory to individuals regarding: o Private savings o Private or occupational pension schemes o Insurance coverage (life and health) • Supports advisory to employers regarding: o Individual occupational pension schemes • Sessions guided by an advisor in a physical meeting or distance advisory by screen sharing o…or a fully automated advisory process by self service • Provides an interactive needs analysis of different inputs-outcomes for an efficient advisory session • A standard platform with integrations to customer system environment • Customized advisory rules and communication to retail customers • “Compliance by design”, integrated support for compliance and adherence to relevant legislation • Fully automated documentation and administration • Targeted process for effective information to the retail customer and solid sales support to advisors Values and advantages highlighted by our customers: • Retail customers o Increased customer satisfaction o Increased service levels o Intensified focus on the customer from the financial advisor • Quality o Reduced risk of errors o Sales in distance sessions via screen sharing with closing and signature assisted by Bank ID o Increased customization of the advisory process • Efficiency o Reduced sales cycle (via eliminated physical mails and administrative work) o Increased focus on the sales process as administration work is eliminated o Reduction of time spent on educational activities concerning advisors o Digital management and storage of documentation • Cost o Possibility to perform more advisory sessions per time unit o Reduced need for administrative staff o Reduced cost for educational activities concerning advisors o Reduced environmental impact • Control o Ensured compliance o Consistent application of decided business rules o Increased process control