HomeEquity Bank is a financial services solutions provider for homeowners 55+. They provide their solutions through direct sales consultants and financial advisors across Canada.
Staff and advisors are able to order sales collateral online using the HomeEquity Bank eStore, allowing them to communicate effectively and efficiently. Torpedo manages all aspects of the solution for HEB and has for many years. The program includes:
Development of HEB eStore in both English & French, including hosting, management and updating
Warehousing of all printed collateral and merchandise
Printing of all material including business cards, sales collateral and stationary
Personalization and presentment of print-on-demand collateral with preview feature
Based on login, users can use assigned budgets or credit card to purchase items
Based on login, users groups can view and purchase items only assigned to them
Sourcing, purchasing and branding of promotional items
Pick, pack & distribution of all orders
Customer communications & client service
Volume shipping rates
Low level inventory alerts
Back-end reporting available 24/7/365
