August 14, 2012
--- The financial services provider Securian
enhanced its Book of Business tool to allow advisers to see their Securian
accounts from a number of angles. ---
The online tool lets retirement
plan advisers look at their accounts in the aggregate to see marketing
opportunities, the company said.
Book of Business provides
access to client servicing information, reports and data on one Web page from
which data can be downloaded into a spreadsheet for data mining and further
“Our Book of Business
is designed to help advisers easily assist their Securian clients, enhance
relationships and increase cash flow,” said Vince Giordano, national sales
vice president, retirement plans.
Book of Business can
generate a summary that gives relevant plan and investment data to help clients
complete periodic plan reviews concisely and on time. Step-by-step instructions
included on accessing communication materials and using reports on customized
service strategies and targeted participant campaigns. Advisers can also track
client-specific performance, expenses and ratings.
According to Vince
Giordano, national sales vice president, retirement plans at Securian, the tools are designed to help the company’s producers
provide value to plan sponsors and maximize opportunities within the existing
client base. “It’s no secret that it’s easier to generate more business with
current clients than to add new ones,” Giordano said.