Meet Coherent Explainer
Coherent Explainer brings quotes, illustrations, scenarios and actionable advice to life so your sales team can deliver an informative, personalized sales experience – both virtually and in person.
Explainer is powered by our core technology Coherent Spark, and can take your existing, complex sales and quotation models and transform them into configurable web applications. Built with flexibility in mind, Explainer can be customized by your business teams and your IT teams can extend it to create any visualization that is needed.
Empower your sales team
In financial services, strong and lasting relationships depend upon helping clients understand how products and services will meet their needs and objectives. That’s what Coherent Explainer does.
For example, an insurance agent can use Explainer to share eye-catching quotes or sales illustrations — or build sophisticated online tools that explore complex, long-term scenarios. We leverage our technology to build applications across the spectrum of financial products and services.
It takes just three easy steps. First, select an Explainer template and connect it to an Excel workbook. Second, upload your configurations to Coherent Spark. Finally, deploy the configured Explainer so your sales teams can share it with your customers. In minutes.
Flexibility at your command
With Explainer, you can use the frontend directly, or download the source code to integrate more deeply, giving you maximum flexibility to create the most compelling story to share with prospects and clients.
Develop a frontend in minutes
Start with your business logic and easily configure your own applications that can be shared with clients.
Instant updates
Changing scenarios? No problem. With Explainer you can update your calculations and configurations right away, giving your sales representatives the most up to date details.
Customizable templates
Use the templates we’ve developed, or create customized versions yourself or via partners.
Case study
Learn how SunLife used Coherent Explainer to help clarify retirement planning.
Ready to see how Explainer can work for you?
Let us show you how you can easily create flexible frontend applications using our market-leading technology. Contact us today for a customized demo.
Get in touch to request an Explainer demo today
Discover the perfect partners for Coherent Explainer
Coherent Flow
Need one form? Need hundreds? No problem. You can use Coherent Flow’s out-of-the-box UI or embed the form within your own application. It’s also easy to integrate with any of your existing services, like digital signature services, OCR, KYC, policy administration systems, CRM systems, and many more.
Coherent Sonic
Ready for automated policy management? With Coherent Sonic, you will be. Agile, scalable, efficient: Powered by Coherent Spark, Sonic gets your new digital insurance products to market, fast — so you can thrive in a competitive market.
Coherent Connect
Empower your teams by delivering qualified and nurtured leads through Coherent Connect. Simply upload lists of prospect data and our platform will manage the nurturing process until the individual lead is sales ready, saving you time.
Resources
Spreadsheets to interpret credit risk in the U.S. $1.2 trillion private debt market
Successful private debt investment is all about having a good grasp of credit risk. Yet too often, adherence to antiquated portfolio management tools is making this task far harder than it needs to be. Statistics speak volumes about the importance that many asset managers are now attaching to this asset class. According to Prequin, an
Cutting Costs Without Cutting Spreadsheets
As history has proven, many global recessions have resulted in financial service institutions looking to curb costs. There are many ways in which companies seek save money and enhance operational efficiency, including: Re-engineering operational processes Reviewing change management processes Retrenchment, both from a
Why spreadsheet risk should play a role in banks’ 2023 regtech spend
Spreadsheets don’t last forever. That’s the view of Matt Parker, host of the satirical YouTube channel, The Spreadsheet News Network, and it’s a lesson that U.K. lender Standard Chartered learned the hard way after the PRA issued it with a record £46.5m penalty for a spreadsheet-related error, which caused it to misreport it liquidity position.
