Majesco Life AdvicePlus
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You can activate this feature with a VendorMatch Premium subscription.
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Ask an Analyst
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Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
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Overview
Majesco Life AdvicePlus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations straight through to acquisition.
Majesco Life AdvicePlus provides automated advice to consumers at a fraction of the normal delivery cost by establishing the financial needs of the clients and then providing personalised recommendations.
Majesco Life AdvicePlus is aimed at organisations operating within a compliant and regulated environment as it allows for a fully auditable automated robo advice process.
Key Features
The main features of Majesco Life AdvicePlus are:
- Ability to set financial objectives and priorities
- Save and update financial profile using the secure client portal
- Needs analysis and identification of any shortfalls
- Graphically present financial analysis
- Filters for product eligibility
- Financial product recommendations
- Personalised illustrations
- Quotation and comparative quotes
- Integrated suitability assessment
- Priority led journey
- Graphically displays revised financial position
- Integrated underwriting
- Banking and Anti Money Laundering documents upload
- Integrated e-application
- Signature capture
- Online medical questionnaires / Underwriting
- Straight through processing to policy administration system
Key Benefits
Benefits of Majesco Life AdvicePlus include:
- Cross product robo-advice solution
- Reduced administrative costs – Straight Through Processing (STP).
- Improved customer service – faster turnaround, reduced errors, and improved data quality. Allows access by end-customers for full self-service and ongoing updates.
- Rapid implementation – can take as little as 20 weeks to implement.
- Cost and process efficiency – reduced transaction costs and greater process efficiencies by reducing manual processes and duplicate data entry.
- Ease of integration with third party systems
- Empowers life and pensions provider’s digital transformation strategy
- Capability to implement D2C Channel or to digitally transform an advisor channel
