Custom-Building Your Efficient Operation
As financial services become more and more competitive, the efficient processing of your business becomes increasingly important. At Multi-Financial, we believe that you should concentrate on what you do best and we will support you with technology solutions that allow you to be more effective for your clients. We are continually developing additional functionality and creative solutions for our ING SmartWorks, interactive, Web-based platform, to make doing business easier for you.
ING SmartWorks - Access Anytime, Any Where
- Client Management Tools
- Account Operations
- Planning Services
- Investments & Research
- Reporting & Monitoring
- Career/Practice Management
- A one-stop, full-service workstation designed to make it easier for representatives to do business
- A dynamic suite of tools, client data, reports and key information in one central location
- A smart, client-centric solution that delivers everything you need to run your business
Advantages for you and your business
- Makes doing business easier so you can focus more time on your clients
- Saves you time and money
- Gives you great competitive value
- Added advantages for OSJ Managers
- Retention
- Recruiting
- Simplification of supervisory tasks
Makes doing business easier so you can focus more time on your clients
- Web-based platform allows you to access client account data from any internet connection
- Single Sign-On - log in once to access most technology applications and client account data
- Single Sign-On Plus - client account information is automatically transferred to business applications
- Consolidate and customize client account information - even group accounts for tracking and viewing
Direct Access to Commission Information
- Production total snapshots
- Commission balance information
- Override and split number information
- Detailed commissions on transactions earned by product
Content Centers
- Links to breaking news and upcoming events
- Direct access to Juice
- Tools for doing business
- E-mail server link
- Product Research and Due Diligence
- Pre-approved marketing materials
- Forms Library
- Advisory Services and tools
- Calculators
- Click 'n Play training events
We understand the benefits of one-on-one instruction and know every office has different needs. That is why we offer personalized training for our financial professionals. We would be happy to show you how ING SmartWorks can make doing business in your office easier. To get a feel for what ING SmartWorks offers, please visit www.ingsmartworks.com for a tour of the site and additional information.
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