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Value-added services |
|
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Profilscore enhanced |
|
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| France, 2003 - The new version of Profilscore,
a decision aid, helps asset managers optimize the quality
of their financial advice by taking into account individual
current situations, needs and expectations in terms of
appetite for risk and product performance. |
| |
|
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E-learning at Pinnacle |
|
|
| United Kingdom, 2003 - Proficiency Solutions
proposes training for intermediaries and brokers in issues
covered by the Insurance Intermediation Directive (IMD),
which changes the rules for the sale of insurance products. |
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Electronic document management |
|
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| Europe, 2003 - Electronic document management
was deployed in France, the United Kingdom, the Netherlands
and Poland. |
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