An Enhanced Experience with STANLIB

Earlier this year STANLIB embarked on an exciting journey to enhance the client and intermediary experience.

We’ve re-looked our business processes and touch points and have introduced a number of initiatives this year that makes dealing with STANLIB simpler, easier and more seamless. These initiatives included:

• www.stanlib.com – our new and enhanced website boasting a fantastic new look, intuitive and simple navigation and a wealth of information at your fingertips.
   
• STANLIB Mobile ( m.stanlib.com) – offering clients and advisers immediate access to investment details on their web-enabled cell phones
   
• STANLIB Requirements Managements – immediate email notification to brokers, broker consultants and admin assistants in the case of any documentation outstanding at new business stage. Also the ability to track outstanding requirements on STANLIB Online and STANLIB Mobile.

STANLIB’s Evolution Journey Continues

In our quest to further enhance the experience and to provide financial advisers with the necessary tools, relevant information and support in the sales process, we are pleased to introduce the following new business enhancements:

1. New STANLIB Investment Proposal
   An enhanced sales tool that will greatly assist financial advisers in the sales process. The proposal reinforces the STANLIB brand positioning and was designed with the end client in mind by using graphical illustrations and easy to understand terminology to explain the investment and to disclose the fees of the investment. The proposal can be customised per client and it consists of a summary page and optional sections that may be included as required.
    
2. Risk vs Return Calculator
   A new sales tool that enables advisers to guide their clients’ fund selection and reinforce the importance of diversification. The tool allows the user to compare various funds’ risk profiles and returns on a single graph, over 1, 3 or 5 years. It also plots the clients’ overall portfolio on the same graph, ensuring that the client understands the risk vs return profile of his selection. It is available on STANLIB Online and can be incorporated into the client’s Investment Proposal.
    
3. Monitoring and tracking
   Advisers now have access to the complete suite of reports to track and monitor clients’ investment instructions, including new business, switching and repurchases. The new reports - Completed Cases and Cases in Progress are available on STANLIB Online, and include Linked Investments and Unit Trusts.
    
4. Investment Graph Report
   Advisers can now compile an Investment Graph Report, which is a useful tool when reviewing clients’ investments. Graphs included are Cumulative Cash flow vs Market value, Asset Allocation, Top 10 Holdings, Section Allocations and Portfolio Performance. This report can be accessed via STANLIB Online and also boasts a new professional look.

An Enhanced Experience
The STANLIB Evolution Journey Continues
Investment Proposal
Risk vs Return Calculator
Monitoring and Tracking
Investment Graphs