{"id":934,"date":"2021-06-23T08:57:15","date_gmt":"2021-06-23T08:57:15","guid":{"rendered":"https:\/\/teledesk.mindsetting.be\/?p=934"},"modified":"2021-06-23T10:45:32","modified_gmt":"2021-06-23T10:45:32","slug":"myfaro-la-boussole-du-courtier-vie","status":"publish","type":"post","link":"https:\/\/teledesk.mindsetting.be\/fr\/myfaro-la-boussole-du-courtier-vie\/","title":{"rendered":"myFaro : la boussole du courtier Vie"},"content":{"rendered":"\n

\u00c9lu r\u00e9cemment Leader 2021 Radar Life des Vivium Digital Awards, le logiciel myFaro donne aux courtiers Vie une vision plus claire et pr\u00e9cise de leur portefeuille, propose de nombreuses possibilit\u00e9s d\u2019analyse et montre les opportunit\u00e9s commerciales. Pand\u00e9mie de coronavirus oblige, myFaro invite les courtiers \u00e0 un webinaire pour faire plus ample connaissance avec la plateforme. Teledesk Group a soutenu myFaro dans ce cadre avec une action de t\u00e9l\u00e9marketing.<\/em><\/p>\n\n\n\n

\u00ab myFaro rassure financi\u00e8rement le courtier et lui permet de d\u00e9velopper son portefeuille et de jouer pleinement son r\u00f4le de conseiller Vie \u00bb, explique Luc Verhaert, une des t\u00eates pensantes de la plateforme. \u00ab Le courtier a une vue d\u2019ensemble de son portefeuille Vie avec toutes les compagnies et des donn\u00e9es toujours \u00e0 jour, sous forme digitale. Les risques et opportunit\u00e9s sont \u00e9galement identifi\u00e9s sous forme de tableaux de bord et de workflows extr\u00eamement clairs. Gr\u00e2ce \u00e0 de nombreux outils d\u2019analyse, myFaro aide le courtier \u00e0 identifier les probl\u00e8mes et les solutions et \u00e0 visualiser l\u2019impact pr\u00e9cis pour le client. Enfin, myFaro permet au courtier de prendre des mesures cibl\u00e9es et efficaces et de saisir les opportunit\u00e9s commerciales dans le respect des r\u00e8gles de compliance. En r\u00e9sum\u00e9, myFaro est un outil digital qui aide le courtier Vie \u00e0 travailler de mani\u00e8re \u00e0 la fois plus rapide, plus efficace, plus rentable et plus conforme. \u00bb<\/p><\/blockquote>\n\n\n\n

Exemples des possibilit\u00e9s offertes par myFaro :<\/strong><\/h2>\n\n\n\n

analyse d\u00e9taill\u00e9e du portefeuille de placements des clients<\/p>\n\n\n\n

possibilit\u00e9 d\u2019obtenir un aper\u00e7u complet du patrimoine du client<\/p>\n\n\n\n

aper\u00e7u de toutes les possibilit\u00e9s d\u2019optimisation fiscale des 2e et 3e piliers sur mesure pour le client<\/p>\n\n\n\n

analyses approfondies en mati\u00e8re de protection du m\u00e9nage :<\/p>\n\n\n\n

  • que se passera-t-il en cas de d\u00e9part \u00e0 la retraite ?<\/li><\/ul>\n\n\n\n
    • que se passera-t-il en cas de d\u00e9c\u00e8s ?<\/li><\/ul>\n\n\n\n
      • que se passera-t-il en cas d\u2019invalidit\u00e9 ?<\/li><\/ul>\n\n\n\n

        calcul des droits de succession selon diff\u00e9rents sc\u00e9narios<\/p>\n\n\n\n

        proc\u00e9dure de vente plus efficace avec \u00ab compliance pre-sales \u00bb int\u00e9gr\u00e9e (e.a. know your customer, d\u00e9finition du profil de risque du client, d\u00e9tection interactive des besoins, propositions avec tous les documents obligatoires et signature digitale par le client)<\/p>\n\n\n\n

        Action d\u2019appels par Teledesk Group<\/strong><\/h2>\n\n\n\n

        Pour convaincre les courtiers des atouts de myFaro, des webinaires sont organis\u00e9s r\u00e9guli\u00e8rement. Apr\u00e8s une campagne de mailing, myFaro a demand\u00e9 \u00e0 Teledesk Group d\u2019appeler les courtiers en vue d\u2019une inscription aux webinaires. Teledesk Group a r\u00e9dig\u00e9 un script avec le management de myFaro et s\u2019est ensuite mis au travail.<\/p>\n\n\n\n

        Tr\u00e8s rentable<\/strong><\/h2>\n\n\n\n

        \u00ab Les courtiers qui veulent se d\u00e9velopper en Vie disposent,
        avec myFaro, d\u2019un outil tr\u00e8s performant \u00bb, explique Luc Verhaert. \u00ab Cela demande certes un petit investissement en temps et en argent de la part du courtier, mais le retour sur investissement est tr\u00e8s rapide. myFaro peut donner un s\u00e9rieux coup de boost \u00e0 l\u2019activit\u00e9 Vie du courtier, tant en termes de croissance interne qu\u2019externe ! \u00bb<\/p>\n\n\n\n

        Les courtiers qui veulent se lancer avec myFaro b\u00e9n\u00e9ficient d\u2019une formation et d\u2019un accompagnement complets pour apprendre \u00e0 conna\u00eetre et utiliser les atouts de la plateforme. Vous trouverez plus d\u2019informations sur www.myfaro.be, o\u00f9 vous pourrez aussi vous inscrire aux webinaires. <\/strong> <\/p>\n","protected":false},"excerpt":{"rendered":"

        \u00c9lu r\u00e9cemment Leader 2021 Radar Life des Vivium Digital Awards, le logiciel myFaro donne aux courtiers Vie une vision plus claire et pr\u00e9cise de leur portefeuille, propose de nombreuses possibilit\u00e9s d\u2019analyse et montre les opportunit\u00e9s commerciales. Pand\u00e9mie de coronavirus oblige, myFaro invite les courtiers \u00e0 un webinaire pour faire plus ample connaissance avec la plateforme. Teledesk Group a soutenu myFaro dans ce cadre avec une action de t\u00e9l\u00e9marketing.<\/p>\n","protected":false},"author":4,"featured_media":982,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[4],"tags":[105,119,109,124,120],"acf":[],"yoast_head":"\nmyFaro : la boussole du courtier Vie - Teledesk<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"myFaro : la boussole du courtier Vie - Teledesk\" \/>\n<meta property=\"og:description\" content=\"\u00c9lu r\u00e9cemment Leader 2021 Radar Life des Vivium Digital Awards, le logiciel myFaro donne aux courtiers Vie une vision plus claire et pr\u00e9cise de leur portefeuille, propose de nombreuses possibilit\u00e9s d\u2019analyse et montre les opportunit\u00e9s commerciales. 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