Securian Financial Services, Inc. (St. Paul, Minn.) has deployed Securian Compass, a private label version of Birst (San Francisco) Applications for Wealth Management, to high level executives and practice Development Consultants.
Leveraging the analytics technology of Birst Applications for Wealth Management, Securian expects to be able to better view historical and current sales performance, visible from the individual advisor to the firm and executive levels. With the help of Birst's unique recommendation technology, Securian executives will also be able to see where their most promising opportunities, and source of future revenues, are available within their business, says the company.
Securian has deployed the Securian Compass solution to its executive team and will equip its Practice Development Consultants with the tool for use with its managing partners and financial advisors. This initiative is part of Securian's overall efforts to empower its advisors and provide a 21st century toolset to make the advisor more effective, as well as to allow its advisors the opportunity to focus on financial advice and deepening client relationships.
Peggy Bresnick Kendler has been a writer for 30 years. She has worked as an editor, publicist and school district technology coordinator. During the past decade, Bresnick Kendler has worked for UBM TechWeb on special financialservices technology-centered ... View Full Bio