Independent advisors work with sector CRMs whose ERP functions are built for non-life. Life and investments are an add-on, and the data you provide arrives lacking, or not at all. myFaro is the specialised ERP layer where your products are truly central, with real-time distribution visibility as the result.
Today, your branch 21/23 products and investment insurances end up in the limited life module of a sector CRM built for non-life. The data you provide arrives incomplete. In myFaro, your products are a full part of the client's wealth file, with active follow-up and advice workflows.
Your life and investment products are sold via advisors working with sector CRMs built for non-life. The life ERP functions are limited, your provider data arrives incomplete and there are no structured advice workflows for wealth advice. Your products are present, but at the margin, not at the core.
The data you provide for life and investments is processed incompletely or not at all in sector CRMs: too limited fields, no wealth context, no link to the advice workflow. The advisor sees a policy, not the picture. Your product is stored, not used.
"We send correct product data. But in the advisors' systems that data is fragmented and barely used for active advice."
Even if you build an integration with an advisor's sector CRM, your data lands in a system not set up for life. You invest months in an integration that keeps your products in the same marginal place as before, but automatically.
"We have built integrations with the systems of our largest partners. Our data is in there. But active advice based on that data, we do not see it."
Tariff changes, new KIID documents and compliance updates for life go through email and portals, outside the system the advisor works with. The risk that an advisor advises your client based on outdated information is structurally present.
"Our branch 23 tariff updates go through a newsletter. How many advisors are still working with the previous version? We do not know."
Sector CRMs do not register structured IDD/(Assur)MiFID data for life. Your distribution reporting to the FSMA is a manual reconstruction from systems that were not built for it: time-consuming, error-prone and never complete.
"Our quarterly FSMA report on branch 23 distribution costs my compliance team 2 weeks of manual work, every time."
myFaro is not another sector CRM. It is the specialised ERP layer for life & investments that advisors use for active wealth advice. By integrating with myFaro, your products are at the core of the file, with correct data, active workflows and complete distribution monitoring.
In myFaro your provider data for branch 21/23 and investment insurances is received correctly, enriched and processed in the client's wealth file. No fragmented registration in a non-life system: your product is in the right context, with the right data, actively available for advice.
In practice: an advisor building succession planning for a client automatically sees in myFaro which of your branch 23 products fit the profile, the term and the wealth structure. Your product is advised from a substantive context.
Instead of dozens of separate connections with sector CRMs that treat life as a side issue, you build one integration with the ERP where life is truly central. All advisors on the myFaro platform have direct access to your products, tariffs and documents, correct and up to date.
In practice: where integrations with individual sector CRMs cost months and place your data in a marginal position, the myFaro integration is operational in 4 to 8 weeks, with your products central to the advice workflow of the entire connected network.
Tariff changes, KIID documents and compliance updates are managed centrally in myFaro and immediately available in every advice workflow for life and investments. Not through email or a separate portal, but directly in the advisor's working tool.
In practice: a tariff change you publish at 9 a.m. in myFaro is available at 9.01 a.m. in the branch 23 advice workflow of every connected advisor. Zero delay, zero risk of advice with outdated figures.
See in real time how your products are advised in the network, per advisor, per region, per client profile.
In practice: reach through one integration an entire group of advisors active in life and investments. Give your target firms the right workflows, and make it pleasant for them to do business with you. The path of least friction always wins.
One integration. The entire network of independent advisors. Complete compliance visibility.
Your products are in the ERP layer built for active wealth advice, with correct data, at the core of the file.
Real-time visibility on the advising of your branch 21/23 and investment products, per advisor, region and client profile.
Tariffs, KIID documents and compliance changes directly available in every life advice workflow. No email, no portal.
Every life advice involving your products is fully traceable. Audit trail for the FSMA built into the ERP structure.
Manage your advisor population in the myFaro network. Activity, product performance and growth opportunities centralised and visible.
Reach all connected advisors through one technical connection. No more point-to-point connections with separate sector CRMs.
One integration with measurable effect on the distribution of your life and investment products.
myFaro delivers a double win. On the cost side, we eliminate a whole series of one-to-one IT integrations that each consumed time, budget and maintenance, which already justifies the partnership on its own. But the real lever is in the growth: through one connection we have direct access to a network of active advisors who include our products frictionlessly in their wealth advice. Lower costs, more distribution, at the same time.
The most frequently asked questions about how myFaro fits into your distribution strategy.
Talk to our partnerships team about how myFaro fits into your distribution strategy and how your data arrives correctly and actively at the entire advisor network.
Talk to our partnerships teamConversation at director and IT level · Specific to life & investment distribution · Confidential