Why 70% of customers want an advisor, why most institutions can't say what one appointment is worth — and the model that fixes it.
Banks and insurers measure their digital funnel to the decimal. The advisor funnel — the one that carries the highest-value decisions — is usually a black box: bookings live in one system, show-up rates in another, closed business in a third.
In 45 minutes we walk through the appointment-to-revenue funnel used by the board: five stages, five metrics, one number per appointment. We show benchmarks from Swiss and European institutions and a case walk-through of what a ten-point lift in show-up rate is worth.
Where insurance distribution is heading when customers switch channels mid-decision — and what that asks of the advisor model.
Maik Fettig, Dr. Peter Höschler
Agentic lead qualification, follow-up and advisor preparation — real deployments, no slideware. Limited to 25 participants.
Michael Breiter, Yathur Nathan
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