Financial institutions and insurance companies need their clients to invest to obtain greater profitability. And investors need more valuable information to make better financial decisions that help them maintain their purchasing power after retirement. Financial advisory companies do not have sufficient resources to implement digital solutions that allow a better online approach to their clients. And when they do, technology departments are too busy to add more technology projects to their project queue. The outsourcing of the contracting of certain digital solutions is an accelerator in the digital transformation processes of companies.
Solution
The business, commercial and marketing departments of financial institutions need facilities and autonomy to implement digital solutions that help them achieve their commercial objectives. Their high dependence on technology departments prevents them from advancing autonomously. The incorporation of external savings simulators 'as a service' allows you to easily implement and integrate customizable financial calculators into any web environment. The use of savings simulators aimed at solving all the doubts that the client has to face a financially healthy life after retirement is essential. At the same time, it provides entities with all the DATA that users have generated, thus offering a high level of knowledge of user behavior and their needs and concerns.