ANVA for

Advisors

As an advisory company, you focus on the long-term loyalty of private and small business customers. From insurances and pensions to mortgages and SME matters: you are the go-to person for all-round financial advice. And the administration? Leave that to us. We've got your back!

Excelling in customer retention

Personal, driven and locally involved: that is the core of your advisory business. With a team that excels in customer loyalty, you apply all your knowledge and experience within the financial domain. Paid service contracts and average margin products form the solid basis of your success.

But steering by intuition and managing an overflowing agenda is no easy task. Customer retention, active customer management and innovation sometimes lag behind, while looking ahead requires insight and time. Fortunately, ANVA is ready to help.

A solid companion

ANVA is a solid companion when it comes to your customer and contract administration. A powerful platform without errors and delays, with automated and error-free processes. Guaranteed! And this allows you as an advisor to focus on what really matters: your customers.

With ANVA you can, among other things:

Create quotations quickly and efficiently based on CRM data
Gain insight into your customer documentation and turnover composition
Achieve Upsells using targeted reporting and dashboarding
Offer innovative solutions such as a chatbot, MyEnvironment or an app

Compliance and security

With ANVA you not only have user-friendly software, but you are also protected against the growing European laws and regulations. Our audit-ready data and standardized (AFM) reports ensure that you automatically meet relevant security requirements.

Our automated error corrections and process-driven software ensure that your business runs smoothly on all sides. This puts customer retention, active customer management and innovation back at the top of your agenda, so you can look to the future with confidence.

Want to know more?
Contact us
Contact
Department
Sales