Total Actions
10
Agreed next steps
FE fundinfo Actions
Items owned and driven by the FE team (Connor / David)
| # | Action |
|---|---|
| 1 | Set up trial / demo access to FE Analytics and Cash Calc for Allianz team |
| 2 | Send webinar recording and dynamic walkthrough of Command Deck to Allianz |
| 3 | Prepare mockups of a Command Deck integration for Allianz (white-label portal / API feed) and provide cost estimates |
| 4 | Send email summary of all FE adviser applications, pricing / licensing options, and internal ownership |
| 5 | Take ownership of resolving the BIS / Vivian data issue — act as intermediary between Allianz and FE data/institutional team |
| 6 | Explore feasibility and cost of embedding Cash Calc-as-a-Service projection tool on the Allianz website (incl. Irish tax modelling) |
| 7 | Provide a quotation for building / hosting a fund centre for Allianz on their website |
| 8 | Check inducement rules in Ireland regarding providing broker access to Analytics tools sponsored by a product provider |
| 9 | Confirm September conference dates and reach out to Allianz once format is decided |
| 10 | Introduce Allianz team to Charles (Command Deck integration lead) to discuss API feasibility for policy data feed |