Products & Services

Channel Management & CRM

The keystone of growth support for broker networks and financial institutions resides in replicating the complex structures of their distribution channels in the "logic world" of technology. Failing to do so, will overtime trigger a battery of manual workarounds and technology patches that ultimately will become a burden for you and your organization.  Why? Because these structures serve as the backbone of these types of organizations. Every business entity is eventually related or flows through them, such as contracts, commissions, transactions, among many others.



Lynkos enables your organization to logically mirror its sales structure with no manual workarounds or technology patches; configure who is able to sell what, and at which commission level, including commissions such as:

  • Initial & front end commissions
  • Renewal commissions
  • Trail & fund based commissions
  • Advisory fees

Through automated commission concilliation & breakdowns, you can fully rely on Lynkos to calculate every type of commission, for every layer of your sales structure, including multiple types of commission splitting schemes.

  • Standard
  • Override
  • Profit sharing

In addition, you may hold a current account with each member of your underlying network, to cater for advanced payments or other types of "usual exceptions".

 

Broker CRM

 

Lynkos' CRM features are not only designed for your relationship with end customers. They also apply to your sales structure, enabling you to manage the relationship with your customers... The distribution channel.

Consolidating information along the relationship with underlying brokers is vital for medium and large broker networks; building corporate and not individual relationships with your key distribution channels, including:

  • Registering every contact your organization has with distribution channels
  • Information generated by every area of your organization in a single place
  • Improving customer service and efficiency levels in every area of your organization
  • Creating relationships with your channels that transcend individual sales executives

To learn more about our CRM features available also for Channel Management, visit our CRM & Accounts page.

Lynkos

8424 N.W. 56th Street

Suite MVD 717107625

Miami, FL 33166

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