Pavlova Anna

Biography

As of October 2010 - project manager in the financial sector, Digital Design.

In April 2013 - Public Relations Manager of Rosservice.

As of June 2022, an employee of Yarus.

Quote

According to Anna Pavlova, one of the main problems in building relationships between banks and insurance companies, on the one hand, and brokers, on the other, is the lack of prompt exchange of information. Brokers need up-to-date data on insurance and banking products, terms and conditions of their sale for efficient operation. Therefore, among many banks and insurance companies, they will give preference to those with whom it is more convenient to work, including in terms of obtaining information.

According to Digital Design, there are several options for interaction between financial institutions and brokers. At the first level, the relationship between them is not automated at all, all information exchange is carried out manually (for example, using electronic correspondence). In this case, the introduction of even the simplest contract approval subsystem will have a very noticeable effect.

At the second level, only one-way communication is automated - the receipt of data from a broker to a bank or insurance company. An example of such automation is a variety of "Personal Accounts" with access through the site. "Personal account" is only half of the decision, "says Anna Pavlova. - "The information for him is still collected manually. Literally - the whole department sits, receives data from other departments, separately for each direction or product, analyzes them and enters them into the site. Automation is half-hearted. "

The third level of automation is two-way. One solution in this area is a Microsoft SharePoint-based partner portal. It allows you to automate data collection within a bank or insurance company. Access to part of the information is provided to external users - brokers. This solution significantly reduces the costs of financial institutions for updating data, and the partners of these organizations - for obtaining them.