Application for Promoting Investment-Savings Programs

Lux is an application designed to help potential clients easily, quickly, and interactively understand the need for a savings-investment product.

It demystifies investment fears, especially for clients wary of market volatility and past crises.

Lux demonstrates how periodic contributions can turn market fluctuations into advantages or the benefits of lump-sum payments for specific profiles. Ultimately, clients realize the high cost of inaction.

Key Benefits for Insurance Advisors:

Boosts production of unit-linked products by over 30%

Used by over 700 active life insurance advisors.

Value for Potential Clients:

Lux helps clients understand the importance of:

  • Maximizing the return on their money.
  • Building an education fund.
  • Creating an additional pension.
  • Protecting their family.
    Saving effectively.
  • Combating inflation.
  • Leveraging compound interest to their advantage.

Collaboration Opportunities for Insurance Advisors:

Lux Usage by Branch Employees

  • Simplifies the presentation process.
  • Interactive identification of client needs.
  • Creates a lasting impression on clients.

Adding Lux Features to the Bank’s Website

  • Increases leads.
  • Boosts website traffic.
  • Differentiates advisors from competitors.

Integration of Value Calculation Features in Web Banking

  • Adds value for clients.
  • Helps clients recognize their needs.
  • Enables cross-selling opportunities.

Utilizing Lux Features in Campaigns

  • Accumulates leads.
  • Stands out from conventional approaches.
  • Increases market share.




    Visited 38 times, 1 visit(s) today