ANVA's partner landscape has expanded with Finly as its newest addition. We are very pleased with this partnership, which will allow us to take more work off the hands of joint clients in risk management for their relationships. We would be happy to tell you more about it.
The cooperation between ANVA and Finly allows our joint customers to efficiently perform risk management. The link between both systems ensures that the risk inventory is automatically filled with customer data (e.g. name and address, e-mail address, telephone number, etc.), relationship data (partner, children) and product data. Also, both the advisory report and any action points are written back to Anva from Finly.
The link ensures that you save a lot of time when working with both systems. The tiresome double retyping becomes redundant and advisors can focus on what they do best: advising.
'ANVAis an important party in the intermediary world. To be able to help customers really well, links are very important and this partnership with ANVA is an important step for our joint customers.' - Joost Heijligers, Finly
Curious what Finly's solutions can do for you? Check out Finly' s website for more information.
