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i-Tools Self-Service Reporting
John Hancock provides solutions for 8 of consumers’ top 10 financial concerns, including the need to plan for retirement, the cost of healthcare, outliving savings and financial security after retirement. The company employs approximately 4,000 people and sells its products through a network of financial advisors based in over 100 offices across the United States.
In the technology age, John Hancock financial advisors required access to timely and accurate product information, and the company was concerned about the increasing expenses required to process, generate and distribute each request. To increase the responsiveness of the head office and to limit the rising costs of reporting, John Hancock turned to Intelliware.
Intelliware was charged with automating the current manual processes and replacing them with a comprehensive self-serve query and reporting system. Using the i-Proving process, a new system was designed to leverage existing systems and data sources and provide real time access to reports. The advisor tools developed in the existing portal were convenient and easy to use saving John Hancock significant annual administrative expense and dramatically reducing response time on requests from the field.