The software, called “Vermögensplanung Digital” (Digital Asset Planning), supports the advisors and consultants in all analysis activities, consulting and long-term customer care.

“In times of crisis, such as those currently triggered worldwide by the coronavirus, it is clear how indispensable personal consultation is. At the same time, however, advisors need digital access to their customers. We have therefore developed professional consulting services for our sales force in the form of video conferencing combined with an online asset planning application - “Digital Asset Planning”. With this application, the advisory discussion becomes even more effective for both our customers and our advisors. It enables both face-to-face and video consultation. Our clients can actively participate in planning their future, which is crucially important for many. In addition, relevant data is recorded even more precisely than ever before. This supports our financial advisors significantly in their daily work”, says Markus Knapp, who is responsible for sales development on the Management Board of DVAG. The live launch was originally planned for the second half of 2020, but the measures imposed by the German government have made it important to bring forward. After a successful test phase with about 1,000 consultants, the new software is now being made available to all investment consultants in order to be able to also interact better with customers during these times.

“With “Digital Asset Planning”, an advisor can enter all the relevant information about the customer’s various questions and thus experience a completely digital consulting route, which has not been available in our industry so far”, Knapp continues. The tool enables optimal asset planning in the advisory process, so that an individual concept can be created for the customer, based on their current situation and household budget.