Hawanedosurface

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Figlo enables insightful and understandable personal financial future! Introducing Hawanedo Surface Hawanedo Surface creates amazing user experience while going through professional financial advice

description

A breakthrough in Financial Advising!

Transcript of Hawanedosurface

Page 1: Hawanedosurface

Figlo enables insightful and understandable personal financial future!

Introducing Hawanedo Surface

Hawanedo Surface creates amazing user experience while going through professional financial advice

Page 2: Hawanedosurface

Figlo enables insightful and understandable personal financial future!

Introduction Hawanedo Surface

• Microsoft Surface table– Check Microsoft for availability– Internet connection

• Figlo Application– Based on have-want-need-do ‘hawanedo’ advice process

• Hawanedo Surface application• Hawanedo Card set

Page 3: Hawanedosurface

Figlo enables insightful and understandable personal financial future!

How hawanedo Surface works1. Client Authentication with hawanedo ID Card

• Hawanedo Advisor software creates user ID Tag to place on ID Card• Authentication by putting Card on the table

2. Consumer chooses wants out of 32 hawanedo Surface Cards• Advisor coaching to select want Cards

3. Creating amazing user experience for financial insight and understanding

4. After fingering with hawanedo Surface, advice data can be connected with hawanedo Advisor application for reporting and follow up

Page 4: Hawanedosurface

Figlo enables insightful and understandable personal financial future!

Hawanedo Surface Want Cards

• Comfortable retirement

• Large expense

• Getting married

• Study plan for your children

• Boat

• New house

• Holiday home

• New house

• Holiday home

• Mobile home

• New car

• Motorbike

• Bike

• Holiday

• Money for your children

• Donate to charity

• Start my own business

• Sabbatical• Worldtrip• (Re)Decorate your home• New kitchen• New bathroom• Improve your garden• The drivers license for your children• Study abroad• Repayment of education loan• Cosmetic improvement• Expand lifestyle spending budget• Expand household budget• Addition to the family• Insure my life and relatives• Sportscar• Lifestyle electronics

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Figlo enables insightful and understandable personal financial future!

How hawanedo Surface works

Advisor and cliënt have acces to personal financial data in

Hawanedo Advisor

Advisor and client can communicatie in a way that

adds fun and creates understanding

In the office

Hawanedo Surface

Internet

Hawanedo advisor

securedcliënt data

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Figlo enables insightful and understandable personal financial future!

Hawanedo Surface features• Display of current financial situation (have Cards) of the Client

• Set of 32 Want Cards, to place on the Surface table

• Calculated net income Lifeline display in grey, red, green and yellow for better understanding financial data

– Compliant Financial Calculation Engine, with local ruling– Detailed budget views and graphs

• Calculated and ranked financial product advice Need Cards– covering Life insurance, saving plans, investment products

• Web Services for processing external connections– Mid- and Backoffice systems– Quotation Services– Data aggregators

• Connection with Hawanedo Advisor or other systems

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Figlo enables insightful and understandable personal financial future!

Hawanedo Advisor

Figlo Cashflow

Hawanedo Self Service

20102009

Hawanedo Surface integrated development

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Hawanedo Surface

Add 3 months localizing per country