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Home  > Business/Finance  >  Financial Services  >  Banking

21st Century Distribution: Leveraging Analytics in Annuity Wholesaling


Published Date: October 2007
Published By: TowerGroup
Page Count: 11
Order Code: R301-1343
 
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This TowerGroup Research Note analyzes the fierce competition between retirement solution providers, asset managers, and banks as they being to rethink and retool their sales models to capitalize on opportunities in the retirement market. By using a mix of segmentation, predictive modeling, and competitive information to match the best products with the appropriate consumers, a sales force can increase sales and customer retention. Legacy systems and poor data quality are no longer an excuse; small pilot projects and targeted data solutions up front will empower an organization to make more significant financial investments in the supporting technology later.

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