Columbus, Ohio-based Nationwide Financial is using Web technology to make it easier for investment professionals to manage the client review process with a new tool called the Interactive Client Review (ICR).Nationwide's ICR tool simplifies the client review process by providing one-stop, real-time access to client portfolios online. Detailed information is presented in a concise and secure format for investment professionals to access from any remote location. The ICR tool can also provide investment professionals with a quick, easy view of their clients' quarterly statements online. Through its instantly accessible electronic format, ICR aims to help investment professionals manage their clients' accounts in half the time.
"The client review can be time-consuming and tedious, especially factoring in the burden of shipping, paper management, filing, presentation creation, research and related tasks," says Richard A. Karas, president of NFS Distributors Inc., a sales arm of Nationwide Financial. "ICR manages these tasks more efficiently. As a result, investment professionals have more time to sell and build their businesses."
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