iQuantifi

AN INNOVATIVE FINTECH COMPANY
Empowering financial institutions to reach the mass market, gain deep customer insight, and lower costs through intelligent technologies.

GENERATE LEADS

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:

Investments, Insurance,

Deposit accounts and Loans.

DRIVE REVENUE

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.

LOWER COSTS

Bring financial planning to

your mass market customers

in a way that is cost effective

and scalable. 

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

  • Goal-based Engagement

  • Personalized Process

  • Address Your Customers' Needs

  • Educate Your Customers

  • Increase Loyalty and Retention

  • Cross-Selling Opportunities

Why iQuantifi?

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

Intelligent Technologies

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.

Automatic

Real-time

Predictive

Custom

IN THE MEDIA

KILLER STARTUPS

iQuantifi is like having a financial version of Watson at your disposal to tackle all your tough financial questions.

THE STATS

83%

87%

82%

USER ADOPTION RATE

USER RETENTION RATE

WOULD RECOMMEND TO FRIENDS AND FAMILY

6

AVERAGE NUMBER OF GOALS PER HOUSEHOLD

9

AVERAGE NUMBER OF PRODUCTS RECOMMENDED PER HOUSEHOLD

22

GOALS, DEBTS AND PROTECTIONS WITH ASSOCIATED PRODUCTS

RESOURCES

White Paper:  The Case for Automated Advice

2017 Millennial Money Mindset Report

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© 2019 by iQuantifi