Generate highly qualified leads of your financial products
by engaging your customers with their financial goals.
Our goal-based approach
makes the leads contextual
increasing conversion rates.
Generate up to 22 product leads per customer across
4 product groups:
Deposit accounts and Loans.
White-label our technology
to scale comprehensive
goal-based advice while recommending your
own financial products
within the advice provided.
By recommending products
that help your customers
reach their financial goals,
you can generate
highly qualified leads,
increase wallet share and grow your revenues.
Bring financial planning to
your mass market customers
in a way that is cost effective
Avoid the cost of hiring and maintaining additional wealth advisers or financial planners.
Build a market for your
current advisors as your mass market customers' grow their assets and require more
extensive planning and advice.
A Better Way to Sell to Your Customers
Address Your Customers' Needs
Educate Your Customers
Increase Loyalty and Retention
iQuantifi's software platform is a forward-looking decision engine that is the future of financial services.
Customize your own instance of our intelligent software and include your financial products within the recommendations generated for your customers.
Our platform utilizes business rules and complex algorithms with six patents pending. The system allocates assets and cash flow to help users pay down debt, protect their family, and fund all their goals. The advice is never empty because it identifies the source of funds from a customer's own resources and updates in real-time to adjust to changes as they happen.
Imagine providing your customers with an engaging digital experience that can be as comprehensive as you want it to be...and still remain scalable and cost effective.
See what Gartner, one of the world's leading research companies, says about iQuantifi's technology.
"Gartner believes that the future of wealth management will combine advisor-led coaching, financial planning and other services with digital tools to meet the increasingly complex and collaborative client requirements, and do so in a more cost-effective manner."
"These tools provide predictive and prescriptive information to enable (institutions) to provide personalized advice at scale."
*Source: Gartner Hype Cycle for Digital Banking Transformation, 2019 Report
iQuantifi's Core engine provides institutions with artificial intelligence software that engage customers with their financial goals. The platform uses sophisticated algorithms to automatically create and prioritize multiple goals like college and retirement, as well as protections like cash reserves and insurance. This patent pending technology updates in real-time and filters through millions of possibilities to generate cash flow and capital allocations along with detailed product recommendations.
The data and analytics produced by our cognitive digital solution generates predictive insight into customers' needs, resources, and product purchasing capability. Institutional partners can integrate the full power of this end-to-end system to give them a distinctive edge in a competitive landscape, or choose pieces of iQuantifi's technology platform that can seamlessly integrate with their current systems.