MyPlan allows financial institutions to provide their clients with an innovative online application to store update and manage all of their financial information including income, expenditure, investment portfolios and other asset classes. However, MyPlan is much more than just an information repository, it provides users with up-to-date information on the performance of their investments, automatic updating of information and a channel of communication with their financial advisors and other people and organisations within each userâs financial circle. Using the latest in RIA technology, the product provides dramatic performance and usability improvements over traditional web-based applications and brings the community aspects of Web 2.0 to the financial sector. Even better, MyPlan can be deployed as a desktop application which can access locally held files.
âThe online channel is now more than ever the most important channel for any organisation in the financial sectorâ said Archie Thomas, Managing Director of Reignite UK, âand it can now be your companyâs biggest market differentiator. Getting your online channel right should be your number one priority. MyPlan allows a financial organisation to reach out to a wider customer base at significantly reduced cost. It will reduce client churn by adding real value and will achieve higher sales conversion rates by targeting the right product to the right customer at the right time. Additionally, MyPlan can be tailored to meet the image and the functional requirements of a specific organisationâ