NatCity Investments, Inc. NatCity® Investments, Inc. is the full-service brokerage and investment banking subsidiary of National City Corporation. NatCity provides the best of both worlds in industry-independent, personalized solutions and service and delivers a complete range of financial solutions based on client’s needs today and the client’s vision for the future.
	Problem NatCity Investments knew it possessed some of the most competitive investment solutions available in the market, but needed to create an easier way for their network of financial consultants and independent financial advisors to tap its base of investment knowledge customizable solutions. Solution EffectiV Internet Solutions, Inc. created a customized version of its Proposal Generator tool from the Wealth Advisor System (WAS™) software suite. The tool provides NatCity’s 200 + Financial Consultants with the ability to create professionally designed, customized sales literature for their prospects and clients more easily and in far less time. The Proposal Generator is used in conjunction with the Investor Profile Questionnaire to help advisors determine the optimum asset allocation for their client’s investment needs. The tool helps guide advisors into the proper FutureQuest Investment portfolio and then generates the requisite sales literature for the advisor and his or her client. Result NatCity now has a platform to regularly update and deploy its customizable investment solutions. This saves a tremendous amount of time rolling out new products and managing changes and updates to existing products. Perhaps more importantly, it gives its 200 + Financial Consultants an easier method for servicing their prospective investors, while improving the professional quality of their proposals and client materials.