Secure experience features® for the customers
For the first time, a client’s financial investments and protection portfolio can be viewed and viewed seamlessly on the fully consolidated and secure Advisor360 ° platform through the Massachusetts Mutual Life Insurance Company (MassMutual).
The Advisor360 ° platform – built with input from finance professionals over the past decades – now brings together portfolios of financial protection and investment products and, more importantly, enables finance professionals to prepare to customer reviews with one click, rather than manually compiling reports on what used to take hours or sometimes days.
“Over the centuries, financial professionals have had many reasons to choose to affiliate with MassMutual, including our continued commitment and investment to help them help their clients secure their futures and protect those they care for. they love a fast-paced and ever-changing world, ”said John Vaccaro, chief financial advisor at MassMutual. “Our ability to invest in ways that help their businesses thrive and deliver meaningful value to customers is what sets MassMutual apart.”
With a single, unified application powered by tightly integrated back-office systems, data and front-end workflows, finance professionals can now manage their practices more efficiently while providing their clients with a complete, secure and secure experience. accessible from any device, anywhere, anytime.
“It has been an incredible journey to get to where we are today, delivering something the industry has never experienced before,” said Darren Tedesco, President of Advisor360 °. “The enhanced Advisor360 ° platform enables financial professionals affiliated with MassMutual to deliver value to their clients on a very different level than their peers. The system enables them to become a “personal finance director” for their clients with a consolidated view of everything that impacts a client’s life, including accounts and policies that they do not directly manage, which allows them to provide advice in a more transparent way and achieve positive results for their clients.
Through the Advisor360 ° platform, configurable customer dashboards can be created by users, allowing a simpler view of progress towards goals and increased collaboration with customers. In addition, tax documents, wills, trusts and other important items can be stored and viewed on a secure online customer portal.
“This is a game-changer for MassMutual, the finance professionals associated with us and their clients,” Vaccaro concluded.
About Mass Mutual
MassMutual is a leading mutual life insurance company managed for the benefit of its participating members and policyowners. Founded in 1851, the company has always been guided by one constant goal: to help people secure their future and protect those they love. With a focus on long-term value creation, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.
View the source version on businesswire.com: https://www.businesswire.com/news/home/20210607005091/en/
Paula Tremblay, MassMutual, [email protected]