The symmetric exchange of information between customer and provider enshrined in the Matching Systems Engine lends it perfectly to the process of analysing a customer situation and offering tailored solutions.

A distributed network of Matching Systems Engines can even be used to draw together the elements of a customer solution from different partner organisations, while the automated application of business rules will ensure that the most appropriate set of offers is always presented to the customer.

A mulit-channel approach

The system can be deployed in different ways - as a web based direct solution with which customers interact directly, or as a service used by different channels within the Financial Services provider.  

This can include integration with call centre systems, direct marketing suites, and branch-based systems used by financial advisers.  The integration capabilities of the Matching Systems Engine ensures that up to date customer and product information contribute to providing appropriate advice.

Regulatory compliance

In an environment that is becoming increasingly regulated, and where customers use multiple channels with which to communicate with their providers, it is essential that all channels offer a consistent approach to financial advice that can be managed centrally yet distributed to all parts of the organisation.

Maximising Cross- and up-sell opportunities

The use of a sophisticated matching engine at the heart of a financial advice system ensures that the Financial Services provider maximises every opportunity to present the customer with appropriate product advice.  The Matching Systems Control Panel is an easy to use tool that ensures that new products can be added, and business rules changed to reflect newly identified customer needs, at the push of a button.

For a more detailed look at a needs analysis system and its architecture recently developed by Matching Systems, click on this Flash presentation.  It lasts about four minutes.