Ascensus has created a digital, customizable retirement sales experience that it will roll out to advisers in the fourth quarter and to other institutional partners shortly thereafter.
Ascensus says the platform embodies its position as an independent provider, affording advisers the freedom to feature the service model, investments and managed account programs that best serve their clients’ needs. Ascensus says it also builds on the firm’s commitment to bring exceptional technology to its advisers and institutional partners. This includes multiple levels of investment and service customization to satisfy adviser, plan sponsor and broker/dealer (B/D) personalization needs.
Ascensus also says it has reconfigured the visual design of its system so that it is easier for advisers to sell products virtually. It has also created a new interactive framework with embedded communications and demos so sponsors can preview their own and their employees’ experiences. Advisers can present the plan journey end-to-end or navigate to the topics most relevant to clients.
“We’ve transformed Ascensus’ proposal system to allow advisers to select plan features that suit their clients’ unique needs,” says Jason Crane, head of retirement distribution at Ascensus. “The platform also tracks data analytics and provides reporting to facilitate targeted messaging, yielding more efficient and productive outcomes for advisers and our partners.”
Kevin Cox, president of Ascensus’ retirement line of business, adds: “The soon-to-launch Ascensus digital sales experience will further enhance our ability to track and measure how employers are engaging with our services. These insights will help inform how we continue to enhance our products and technology to meet the evolving needs of the advisers, institutional partners and employers we serve.”
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