Digital First for Annuities (DFA) includes a growing library of industry standards and best practices designed to make annuity processes more connected, efficient, and scalable and deliver an experience Financial Professionals expect.

The DFA Navigator brings that work together in one place.

Whether you are new to DFA, reconnecting with the initiative, or deciding where your organization should focus next, use the Navigator to understand the standards available today, the problems they are designed to address, and how individual implementations can work together to create broader business outcomes.

 

Explore DFA through the outcomes that matter to you

Rather than viewing each standard in isolation, the Navigator organizes DFA around four outcomes:

  • Advisor-Ready Experiences — make it easier for financial professionals to do business and serve clients.
  • Faster, Connected Processing — reduce manual handoffs and enable more straight-through processing.
  • Clear Status, Fewer Surprises — give participants better, more timely visibility throughout the transaction and servicing lifecycle.
  • Clean Data from the Start — improve data quality at the point of entry and create a stronger foundation for downstream automation.

Build your view and Print

Select the DFA standards and best practices that are most relevant to your organization.

For each selection, you can:

  • See the friction that exists in today's process and how the experience changes with DFA.
  • Understand the operational and business outcomes the standard is intended to enable.
  • See how multiple DFA capabilities work together to support broader ecosystem outcomes.
  • Move between selected standards to compare opportunities across your organization.
  • Access supporting DFA resources when additional information is available.

There is no required sequence and no single DFA implementation path. The Navigator is designed to help you identify the combination of capabilities that best addresses the friction points, priorities, and opportunities within your ecosystem.

Turn exploration into a conversation

As you select standards, the Navigator builds a customized view of the outcomes you are enabling. When you're finished, print or save the summary to use in internal discussions about priorities, roadmaps, partner dependencies, and next steps.

New to DFA? Start with the business outcomes most important to your organization and explore the standards associated with them.

Already engaged with DFA? Use the Navigator to identify adjacent capabilities that can build on your existing implementations and help you stack additional wins.