Wealthserv® - Investments and Insurance

Access to all your insurance, mutual fund, and business operation data from the WealthServ® application. WealthServ Insurance is one of Canada’s leading distributor back-office software and WealthServ Investments provides a comprehensive front-to-back-office solution for mutual funds. Now, Snowflake customers can access their WealthServ data directly in their Snowflake account.

Sample Tables Included:
- Brokers
- Broker Contracts
- Broker Ledgers
- Clients
- Employees
- Hierarchy
- Policies...etc.

Sample Fields Included:
- Application Type
- Broker FYC Rate
- Broker Group Name
- Broker Tag Name
- Carrier
- Carrier Contract Status
- Commission Paid Date
- Employee Role
- Face Amount
- License Province
- Payable Balance
- Plan Name
- Policy Application Source
- Premium Amount
- Premium Modal Factor
- Renewal Date…etc

Example Use Cases:
- Combine data with your other datasets
- Create analytics to serve your field offices, agents, case managers, and underwriters in near real-time
- Integrate into your own CRM
- Self-serve (i.e. ingest into your own applications)

搜集汇总

背景与挑战

背景概述

该数据集允许用户直接访问WealthServ®应用中的保险、共同基金及业务运营数据，包含经纪人、客户、保单等多类样本表和字段。它支持与其他数据集整合、实时分析以及集成到CRM等实际应用场景。