Needs Analysis

COSS’s Needs Analysis module is a needs-based financial modeling tool designed to help you more easily establish client goals, shorten sales cycles and improve closing ratios.

Our powerful software gives your clients a clear understanding of their financial situation by presenting complex information in easy-to-understand charts and graphs. Many producers tell us that the professional presentations, delivered in a concise logical manner, are more likely to get clients and prospects to agree with their conclusions and recommendations.

Needs Analysis lets you revise numbers on the fly, illustrating for your clients the effects of your sales recommendation. When you can demonstrate, for example, the effects of increased savings or interest rates, you create a powerful bond with clients as they see the results of their unique numbers and your suggestions graphically played out.

Your home-office marketing department demands that company software be consistent with other corporate presentations. COSS can customize your presentations—or you can do it yourself with our co-development tools. At the same time, information technology departments require reliable implementation and integration strategies that work on a variety of platforms and configurations. All COSS systems integrate with legacy and third-party software via industry standards.