Untapped potential


How banks can maximize customer satisfaction through digital financial advice

Shifting tides: Equipping the modern bank advisor

Banks face a multitude of roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve branch growth and success, banks must equip advisors with the tools to overcome these challenges.

Learn more about overcoming branch and advisor pain points:

Download our whitepaper to learn about equipping bank advisors for success.

Collaborative planning

Kickstart the planning conversation with collaborative planning solutions that visualize needs analysis and can be scaled into include comprehensive planning strategies.

GUIDED PRESENTATIONS Provide visually engaging needs analysis after entering only one data point with the NaviPlan Guided Retirement tool. Then, deliver your recommendations through collaborative presentations in the NaviPlan Presentation Module.

Make financial planning easily accessible to any client with collaborative, visually engaging presentations. NaviPlan offers easy to implement planning presentations and guided workflows that make planning easy for advisors and inviting for their clients.

Guided presentations

DIGITAL ACCESS Provide unhindered access to your advice through the NaviPlan client portal. Clients can manually adjust contributions and time horizons to discover new ways to impact their goal coverage.

Clients can access your advice digitally through the NaviPlan client portal. This can be i-framed into existing digital environments or accessed separately via NaviPlan client portal.

Digital access

Engaging clients via banking portal

The NaviPlan Platform, built on API technology, makes offering digital planning engagements easy and seamless for all banking customers.

FACT FINDING Help your clients make the most of their banking portal by offering digital data collection tools. Clients can identify goals, aggregate outside accounts, and even request a meeting with a financial advisor via the NaviPlan client portal.

Self-directed planning

SELF-DIRECTED PLANNING Self-directed planning workflows allow clients to take control of the planning process on their own. Clear digital workflows allow clients and prospects alike to define their goals, see future projections, and even take action by opening recommended accounts.

Collaborative fact finder

Comprehensive wealth planning

The robust NaviPlan Platform easily scales to meet the needs of wealth management teams, private banking services, and trust departments.

SCALABLE PLANNING Retain clients throughout their financial journey by scaling advice complexity alongside their needs. NaviPlan allows advisors to easily add comprehensive planning modules to bolster advice strategies.

Comprehensive scalable planning

PLANNING MODULES Provide the highest quality advice to your most profitable clients. NaviPlan offers advanced planning modules designed to service the needs of business owners, complicated estate and legacy planning scenarios, and advanced cash-flow and tax analysis.

Detailed planning modules

Single platform solution

The NaviPlan platform offers the tools institutions need to support numerous instances that provide actionable insights for business decisions.

ANALYTICS & REPORTING Gain institutional insights and make sound decisions based on real-time financial planning workflow analytics.

Management Reports

ENTITLEMENTS Efficiently manage NaviPlan deployment across organizations of any size with a centralized entitlement management portal.

Collaborative