Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.
Description
Valuation software designed for businesses will enhance your valuation processes, enabling you to create more accurate analyses and reports in a shorter timeframe. ValuSource Pro, which holds over 90% of the market and is utilized by organizations like NACVA and ISBA to train aspiring valuators, has been the choice of thousands of CPAs, valuation experts, and financial professionals for over thirty years. The software allows for adjustments to both income statements and balance sheets, offering users the flexibility to modify every line item and apply multiple changes across various years. After entering the financial data, users benefit from an automatic, in-depth financial analysis that highlights key insights. Additionally, it provides both internal and external comparisons, and users can download RMA and IRS data to benchmark against industry standards. This comprehensive approach not only improves efficiency but also elevates the quality of financial reporting.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BusinessOptics
Founded
2010
Country
United States
Website
www.businessoptics.biz
Vendor Details
Company Name
ValuSource
Founded
1986
Country
United States
Website
www.valusource.com/products/business-appraiser-software/valusource-pro/overview/
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
Yes