Holistic 360-degree customer advice on all aspects of finance, retirement planning and insurance, understanding of different needs in different phases of life, access to information and advice when I want it, at what level of intensity and via which channel. What customer doesn’t want that?

In most cases, however, they receive product advice/sales and only average service quality across all sales phases (pre-sales/sales/after-sales) – Consileon helps you and your sales team to redefine holistic consulting, to systematically identify existing customer potential, to have the right services with the appropriate benefit arguments at hand, and thus to ensure greater customer satisfaction/loyalty and, as a result, to be able to significantly increase revenues. Get in touch with us.