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| | | | Client Support Services | | Morningstar provides the implementation, training, and support that make Morningstar® Annuity Analyzer an effective part of a firm’s research and sales processes. While adapting it to each firm’s needs, Morningstar can deploy Annuity Analyzer as a complete solution, in combination with other Morningstar solutions, or integrated fully within a firm’s website. During launch, our support and service teams offer customized training programs that encourage users to take advantage of Annuity Analyzer’s benefits. | | |
| | | Development and implementation: Expert integration | | |
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| | | Morningstar has a legacy of delivering seamless solutions that meet defined goals—on time and within budget. The Morningstar team has the technical and project management experience required to launch Annuity Analyzer within all types of business environments, from centralized firms to global organizations. Firms can select what they want Morningstar to implement including specific investments, subaccount information, tools, and add-on functionalities. | | | | | Training and assistance: Made-to-order programs | | |
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| | | Our training team can educate user groups of all sizes about how to make the most of an Annuity Analyzer deployment. Morningstar training can be delivered on-site, via online video, or through web-based virtual training classes for administrators, entire teams, and targeted user groups. Programs are customized to meet each firm’s requirements and can cover product functionality as well as Morningstar data and methodologies. Technical support services are available via phone and email from an in-house Morningstar staff, not an outsourced call center. | | | | | Promotional support: Tools to encourage use of Annuity Analyzer | | |
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| | | Gaining user acceptance and building interest are critical steps in deploying new software. Morningstar can help firms create a marketing plan that will encourage their workforce to include Annuity Analyzer in their daily processes. Through direct marketing, promotions, and online and print communications, Morningstar informs, educates, and motivates advisors to take advantage of the efficiencies that Annuity Analyzer can bring. | | | | | Management reporting: End-user and group activity history | | |
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| | | Annuity Analyzer offers usage tracking so firms can understand how user groups are interacting with the various tools and features that have been deployed. Firms can monitor a defined user group’s usage data (such as contracts selected, tools used, etc.) to help determine the return-on-investment. |
| | | | Take Action | | | |  | | | | | See It Work | | | | | | | | | Learn More | | | | | | | | | Customer Support | | | | |
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