ING Financial Partners Expands ING SmartWorks 2.0 Technology Platform
ING Financial Partners, the broker-dealer of ING U.S., has rolled out an enhanced technology platform. ING Financial Partners’ financial professionals now have access to a “hub-based” technology solution that offers industry-leading portfolio and planning tools. The broker-dealer initially launched ING SmartWorks 2.0 in June of 2011. The solution is available to the more than 2,500 financial professionals in the ING Financial Partners network.
There is a marked shift in the broker-dealer industry toward client-focused, comprehensive technology platforms. Financial professionals want vital client information available at their fingertips and cutting-edge technology tools to support their business operations and marketing. And they want to be able to do it no matter where they are, in the office or at a client appointment.
ING SmartWorks 2.0 offers a comprehensive cloud-based customer relationship management system, with features such as advanced campaign management, sales tracking, integration with Microsoft Outlook and mobile device access, powered by Salesforce.com.
With ING SmartWorks 2.0, financial professionals can:
- Incorporate investment information from their full book of business, including brokerage accounts, retirement plans and life insurance, which financial professionals can also use to identify cross-selling opportunities
- Stay top-of-mind with their client base through targeted marketing campaigns
- Aggregate a client’s household wealth and seamlessly connect to the underlying administration systems to manage each account through a feature called “Client 360 View,” providing one-click access into the trading platform of a client’s brokerage or fee-based accounts
The ING SmartWorks 2.0 solution integrates with many of the latest and most popular third-party tools such as Morningstar® and the MoneyGuide suite of tools, as well as others that give financial professionals access to comprehensive market and financial information. Through this integration, financial professionals are automatically alerted of any insurance and investment-related changes in their clients’ accounts, making it easier to proactively communicate at important moments and manage their book of business.
Additionally, ING SmartWorks 2.0 streamlines interactions between financial professionals and ING Financial Partners. It is one of the first programs to integrate with the on-boarding features of the Pershing® NetX360™ platform to simplify the account opening process. These enhancements provide simplified workflows, reducing the time and cost associated with communication between a financial professional’s office and ING Financial Partners.
Financial professionals can successfully work with ING Financial Partners and deliver an outstanding and distinctive customer experience to their clients through the capabilities that ING SmartWorks 2.0 delivers.
As a leading provider of financial products and services dedicated to a client-centered philosophy, ING Financial Partners offers a comprehensive array of financial services and products, including life insurance, retirement plans, mutual funds, advisory programs, alternative investments, institutional investment management, annuities, financial planning and more. For more information on ING Financial Partners, visit http://ingfp.com.
About ING U.S.
ING U.S. constitutes the U.S.-based retirement, insurance and investment management operations of Dutch-based ING Groep N.V. (NYSE: ING). In the U.S., the ING family of companies offers a comprehensive array of financial services to retail and institutional clients, which includes retirement plans, life insurance, mutual funds, managed accounts, alternative investments, institutional investment management, annuities, employee benefits and financial planning. ING holds top-tier rankings in key U.S. markets and serves approximately 13 million customers across the nation. For more information, visit http://ing.us.