Financial ServicesSeamless, Turnkey Solution to Optimize Time and Maximize Results
NetLaw’s seamless solution helps uncover specific client needs to increase revenue-generating activities of the financial institution. NetLaw’s technology delivers strategic, wealth-based questions through a cross-sectional model to drive client performance back to the financial services professional. Through the delivery of an online estate planning system, NetLaw produces targeted, cross-sectional data to optimize time and maximize opportunities for the financial services professional.
Leveraging client’s current financial needs, uncovering advanced financial planning, and aligning client needs to various business units through the delivery of an online estate planning service.
- Reducing barriers to uncover and identify advanced financial planning opportunities
- Delivery of state specific, state compliant estate planning documents
- Secure document sharing platform to ensure collaboration between family members and financial planners
- Facilitation of customized and targeted wealth management questions
- Increased cross-platform productivity through financial analysis reporting
- Enhanced client service with non-licensed product offering
- Financial Advisors
- Investment Firms
- Insurance Companies
NetLaw looks forward to partnering with you. Contact us to schedule a meeting or phone conversation to discuss a partnership with NetLaw.