Insight Objects Inc. Information

- Investment Advisor and Management business analysis/solutions/tools. - Multi-channel pricing analysis and optimization ANECDOTAL NOTE: from my experience only 10% of firms have a profitable Assets Management platform! - Integration of product distribution in our PRODUCT CAPSULE which embeds in one single object the three foundations of product distribution: 1) Product Inventory 2) Product Expert/Specialist Feedback 3) Product Specific Marketing Material. ANECDOTAL NOTE: the most time consuming aspect of an Adviser's day is the gathering and presenting of the Right Product, with the Right Advice, and the Right Marketing Material. Our PRODUCT CAPSULE delivers all three pillars of product distribution through your intranet in one single virtual object. -Asset Management performance metrics, fee based performance analytics, growth metrics, in depth analysis of practices and practice management reporting. ANECDOTAL NOTE: A sound business model is not sufficient to guarantee profitability. The human factors around it need to respect its rules. As management issue exceptions to get on the good side of the IAs, they get on the wrong side of the business model. The cost of exceptions must be tracked and a balance must be struck. I would say that only 10% of firms track effectively the cost of business exceptions. Who is accountable? Accountability is equity! -Intranet Website Development: development of highly engaging intranet Wealth Management sites that are fully aligned with the strategic objectives of the firm. ANECDOTAL NOTE: Intranet sites are not Internet sites, however consistently across firms intranet sites are as static and rigid as their Internet sites. Intranet sites are a great opportunity to promote sales in new and engaging ways. It is a fundamental piece of the distribution process not just an descriptive information reference center.