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Financial planning and sales technology solutions - MPlan
Providing financial planning solutions to many of Canada’s largest and most successful financial institutions for over 7 years
Why financial planning?
Our clients want to be able to identify the needs of their own customers. Financial planning is a critical success factor in assisting
our clients in retaining those valued customers.
Why sales technology?
Financial planning is important, but advisors need the ability to help their clients take action and make their goals a reality. The combination of financial planning and a well-developed sales process produces powerful results.
What is the CGI difference?
- Multi-channel access: public Web site, institutional intranet, call centre, mobile sales force and desktop. CGI can provide solutions that will help you supply advice to your client through any channel you use now or plan to offer in the future
- Multi-level user access: based upon the experience and knowledge of your advisor
- Integration of financial planning with the sales process
What tools do we offer?
Based upon our comprehensive list of “Financial Fundamentals” we provide the means for our customers to support their clients’ financial planning needs.
Also see
For more information on our banking and investment services please contact us.
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