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Qodicy SmartPlan®, the New Revolutionary Web Application for Financial Experts
  • USA - English


News provided by

Qodicy

Aug 13, 2013, 07:40 ET

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SmartPlan® , a revolutionary web-based financial management application that will transform your business and help you assist your customers attain financial freedom
SmartPlan® , a revolutionary web-based financial management application that will transform your business and help you assist your customers attain financial freedom

Ontario, Canada (PRWEB) August 13, 2013 -- Amidst a turbulent economic climate, financial experts in North America are struggling with keeping their business afloat due to hardship in retaining customers and generating new business.

With Qodicy SmartPlan® not only do I retain my customers by offering them unique financial planning and debt elimination services creating a "wow" effect that leads to lucrative referrals, I also get free access to serious business leads.

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However, a new dawn seems to have broken. Today, Qodicy.com, an online financial company, has announced the launching of a revolutionary web-based financial management application dubbed "Qodicy SmartPlan®" that helps financial experts transform their business and assist their customers attain financial freedom. It actually provides them with a unique, powerful and comprehensive online planning system that adds real value to their financial services.

Commenting on the news, Mr. George Kaadi, Founder and CEO at Qodicy.com highlighted the SmartPlan® application's features and benefits. He said: "What makes SmartPlan® so unique are its exclusive financial tools and easy-to-navigate platform. Financial experts can now leverage their expertise and boost their competencies to inspire trust and credibility, adding substantial value to their core services and soliciting a "wow" factor amongst their customers leading to lucrative referrals. They can also help their customers develop workable financial plans and customized strategies to assist them in rearranging their finances, eliminating their debts and building their wealth by consolidating their financial information in one place, creating and managing applications and carrying out analyses. All of these benefits allow financial experts to gain substantial edge over the competition which helps them increase customer retention and loyalty while growing their business."

In fact, the Qodicy SmartPlan® application provides financial experts with customizable planning tools that make all the difference in the way they do business including the Current Situation analysis, the Mortgage Analyzer, the Debt Analyzer, the Debt Elimination Wizard and the scenario-based consulting tools with "what if?" analysis. Generating results using those tools will let professionals impress their customers and earn their trust.

In addition to its unique financial tools, Qodicy SmartPlan® application users will automatically benefit from a Qodicy SmartWallet® account which helps them manage and plan their own personal finances including mortgages, savings and investments, as well as to run financial scenarios and create plans to repay debts, structure revenues and increase savings. Subscribers would also benefit from the free Expert Link account, which enables them to expand their client base and access serious business leads from a large and growing number of registered SmartWallet® customers.

Mortgage Broker Paul Mangion who has just started using Qodicy SmartPlan® describes his experience as follows: "I don't know how I even managed before joining Qodicy SmartPlan®. I used to stress about getting new business leads and growing my business in light of the economic crisis. With Qodicy SmartPlan® not only do I retain my customers by offering them unique financial planning and debt elimination services creating a "wow" effect that leads to lucrative referrals, I also get free access to serious business leads. My revenues have increased by 36% in only 6 months!"

Financial experts, debt consultants, financial advisers, mortgage brokers and accountants can get ready to add value to their customers, leverage their business skills, save time, and grow their business with Qodicy SmartPlan®. The company is offering the application free of charge for a limited period of time, so why not give it a try?

Joelle Baklini, Qodicy, http://www.qodicy.com, +1 (416) 877-4142, [email protected]

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