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Make a complete diagnosis of your customer's financial affairs...

The Approche Patrimoniale Globale (A.P.G.®), the basic concept of DIXIT®, means that you no longer have to examine each of your customer's needs in an isolated fashion, but can make a complete diagnosis taking into account the interaction between the different fields of their financial affairs.

 

  • Reverse the sales-relationship...
    DIXIT® is a powerful tool for identifying customers' financial "problems". It enables you to "prescribe" solutions instead of selling your services.
  • Become partners with your customer...
    DIXIT® is designed to facilitate a side-by-side interaction with your customer as you view the computer together. Psychologically, you and the customer are partners rather than adversaries.
DIXITŪ OPEN FONCTIONNALITES
  • Sell from the first meeting...
    Since the diagnosis and simulations are carried out instantaneously, you no longer need to see the customer several times to finalize a sale.
  • ...and sell several products at the same interview...
    DIXIT® is designed so that all aspects of your customer's financial affairs are covered in a single interview. It is thus natural to solve several problems at once and sell several products or services at one time.
  • Gain time in calculation and avoid costly errors...
    DIXIT®'s advanced features also provide for meeting your more basic needs, such as the various calculations your work requires including calculating income or inheritance taxes, performing credit simulations, calculating pension fund income and retirement planning.
  • Maintain complete information on your customer...
    The data maintained on each customer in their DIXIT® profile is extensive. Stored on a Relational database, this information is an invaluable marketing resource for your company.
  • ...and use this information to maximum benefit...
    DIXIT® enables you to use the database to carry out selective sales programs and marketing surveys.


In a word, retain your customers... Use DIXIT® and your customers will entrust you with organizing all their financial affairs on a long-term basis.

patrimoine management & technologies