CLEARVIEW

ClearView is a suite of interactive point-of-sales tools to enable IFAs to simply the sales process, enhance client understanding of investment risks, and increase sales opportunities.

ClearView was developed as a result of CG Financial's client experience in the personal investment management sector.

Investment providers face the challenge of offering products that are either complex or seemingly identical to competitors' offerings. Most providers still deliver 'static' print marketing material to their IFA networks – these materials quickly become out of date, are costly to produce, and are often confusing for the client.

ClearView uses interactive graphical presentation to convey risk and reward scenarios; embedded in a micro-website or installed on the IFAs laptop for face-to-face consultations.



Using a proprietary calculation engine, ClearView connects the decision-based interface to the provider's database for up-to-the-minute data. It then generates real-time graphics, charts and statistical data to help the IFA match the client's income/liability stream at various horizons whilst managing expectations.

In turn, for the client, ClearView greatly reduces apprehension over long-term planning, the perceived complexity of propositions, and misunderstanding of risk.

Please contact us for futher information.