Zywave launches enhanced Canadian NaviPlan Select to expand planning capabilities and boost engagement
Milwaukee, WI — Aug. 20, 2012
Zywave today announced high-impact enhancements to Canadian NaviPlan Select version 12.2 that expand planning options, increase flexibility and promote advisor effectiveness for new types of clients. The new version gives advisors new ways to drive business objectives:
•All-new, interactive Scenario Manager allows advisors to provide deep insight into potential scenarios with expanded what-if capabilities
•Holding company modeling, tracking and reporting gives advisors nine new standalone reports for holding companies and five new sections in the Financial Needs Analysis report
•A freshly redesigned Presentation Module includes a new presentation to serve retired clients, advancing a professional image and further arming advisors for better client engagement
“Today’s release marks important enhancements that will help advisors adapt to changes in the marketplace. The release provides new tools for advisors in Canada to expand planning capabilities and increase engagement,” said Zywave Vice President Linda Strachan.
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.ca.