Adviser-Investor Management System

Kenanga’s Adviser-Investor Management System (“AIMS”) is a dynamic tool for agents to handle performance development and productivity management for their clients.

It is a proprietary system made available exclusively for agents through the Kenanga Investors’ website. Agents get updated asset class sales mix information for maximised compensation, trips and awards qualifications.

AIMS also has a customer relationship management function where agents can conduct follow-up with clients and identify cross-selling opportunities. The system is designed to cater to new business submissions as well.

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Adviser-Investor Management System