Kronos partners with Life Design Analysispar Andrew Rickard | October 26 2016 11:30AM
Kronos Technologies and Life Design Analysis, two companies that provide applications for insurance and investment advisors, are working to integrate their platforms.
The two software firms announced yesterday that they had entered into a partnership that will allow users to share data between Kronos Finance CRM and Life Design Analysis software, allowing them to generate customized client presentations quickly and easily.
“Our companies are both focused and dedicated on improving the success of advisors,” says Barry Crowther, CEO at Life Design Analysis. “Unlike many FinTechs, our goal is not to replace the existing distribution channel. We create disruptive innovations that add value for the whole industry: carriers, MGAs, advisors and clients. Our focus is to increase the effectiveness and productivity of advisors while supporting emerging compliance requirements of the industry.”
“We are proud to partner with Life Design Analysis,” adds Ray Adamson, CCO for Kronos Technologies. “This partnership is a perfect fit. Our combined solutions are a powerful team for advisors: a CRM with all of the clients’ data, a simple yet sophisticated Financial Needs Analysis and an insurance comparison and client proposal tool to professionalise and streamline the sales process.