https://store-images.s-microsoft.com/image/apps.1140.fb77cdc8-7c97-4310-aa0f-bd69aba44c8f.83317be1-ba27-442f-a0a6-ff051ef127a8.78499159-7731-4e23-bd7b-dc34704bf5d0

&money Financial Meeting Platform

andmoney ApS

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&money Financial Meeting Platform

andmoney ApS

A digitalized platform covering the entire meeting process from a customer and company perspective

Description
&money Financial Meeting Platform is platform (eco system), which covers the entire meeting process within the Financial Industry (e.g. banking, insurance, pension).

The platform have 4 main services:
1. Scheduling services
2. Qualify, collect and preperation
3. Meet and present
4. Convert and follow-up

All services and modules are configurabel with no-code in the platforms Management UI e.g.
  • setting up customer types, meeting themes, customer prioritization, duration of meetings, master templates for customer presentations
  • user- and licens management,
  • CRM configuration
  • Creation of Portals for scheduling of customer meetings via partners
  • AI playbooks to orchestrate AI agents used for various services.

Benefits
The platform gives serveral benefits:
  • Employees
    - Experience a modern and digitalized platform, which is simple to use, integrated deeply into the companies CRM system and saves daily administration in the entire meeting process.
    - Meetings are syncronised between Outlook and CRM system
    - Data is automatically updated in the CRM system.
  • Customers
    - Are digital and expect digital solutions, which is easy to use and effective
    - Are met by personalized customer presentation based on their needs and exspectations
    - After the meeting the customer automatically receives a summary from the meeting.

Needs and pains
Several needs and pains are covered by the Platform:
  • Needs
    - Easy to use
    - Integrated to CRM system
    - Time saving
    - Syncronisation of meetings between Outlook and CRM system
  • Pains
    - Often to time consuming to do the different things during the meeting process
    - Often customer sees the customer presentation as too inside-out and not very personalized
    - Summaries oftens comes very late after the meeting
    - Customers sees their customer advisor as to reactive
https://store-images.s-microsoft.com/image/apps.20552.fb77cdc8-7c97-4310-aa0f-bd69aba44c8f.83317be1-ba27-442f-a0a6-ff051ef127a8.409b3476-9e62-4af0-ad9e-f5c628d2b3bf
https://store-images.s-microsoft.com/image/apps.20552.fb77cdc8-7c97-4310-aa0f-bd69aba44c8f.83317be1-ba27-442f-a0a6-ff051ef127a8.409b3476-9e62-4af0-ad9e-f5c628d2b3bf
https://store-images.s-microsoft.com/image/apps.49161.fb77cdc8-7c97-4310-aa0f-bd69aba44c8f.83317be1-ba27-442f-a0a6-ff051ef127a8.aeb9a7dd-fb63-4de0-94e8-97127a8b6cfe