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TNP rolls out its own CRM

Thursday, November 8th 2012, 1:24PM 3 Comments

TNP is launching a new CRM tool for advisers at its conference this week. The first part of PROfile, built with Iress and Konnect, will allow risk advisers to do quotes and reports.

"PROfile is not just a quick and dirty quoting tool" TNP managing director Jeff Page says. "it's a compliant and accurate tool".

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Comments from our readers

On 13 November 2012 at 9:24 am Anon said:
So therefore, it is not only quick and dirty, it is also compliant and accurate?
On 19 November 2012 at 12:07 pm Hmm said:
Iress is not impressive as you can only quote 1 life, and Konnect, nice to have but only tracks stuff in pipe.. so what else?
On 19 November 2012 at 1:10 pm Andrew Logan said:
Hi Hmmm, IRESS certainly allows for joint life quotes in its software, this functionality has been around since V2.4. PROfile has this built in to its offer.

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ANZ Special - 4.49 4.85 -
ASB Bank 5.80 4.85 5.14 5.49
ASB Bank Special - 4.45 4.74 5.09
BankDirect 5.80 4.85 5.14 5.49
BankDirect Special - 4.45 4.74 5.09
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Credit Union Baywide 5.95 5.10 5.25 -
Credit Union North 6.45 - - -
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Finance Direct - - - -
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Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
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Housing NZ Corp 5.79 4.99 5.14 5.49
HSBC Premier 5.79 4.09 4.29 4.89
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HSBC Special - - - -
ICBC 5.70 4.59 4.69 5.09
Kiwibank 5.70 5.09 5.19 5.65
Kiwibank - Capped - - - -
Kiwibank - Offset 5.70 - - -
Kiwibank Special - 4.69 4.79 5.25
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.00 4.86 4.75 5.30
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SBS Bank 5.79 4.99 5.19 5.49
SBS Bank Special - 4.59 4.79 5.25
Sovereign 5.90 4.85 5.14 5.49
Sovereign Special - 4.45 4.74 5.09
The Co-operative Bank - Owner Occ 5.75 4.59 4.85 5.25
The Co-operative Bank - Standard 5.75 5.09 5.35 5.75
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