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。