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© 2019 by iQuantifi 

BENEFITS

iQuantifi's platform enables financial institutions to build and strengthen customer relationships in a digital world by engaging users with their financial goals. The software assesses your customers' needs, provides a personalized plan, and identifies which financial products are necessary to achieve their goals. Your financial products are then integrated into the action recommendations provided.  This intelligent system enables you to scale your services while maintaining a personalized touch.

iQuantifi can help you...

  • Generate highly qualified product leads

  • Drive more revenue per customer

  • Better understand customer needs

  • Provide a more engaging digital experience

  • Improve customer retention and brand loyalty

  • Enable consistency and streamlined compliance

  • Scale to reach the mass market

  • Offer omni-channel capabilities

  • Provide more relevant content.

It's All About Return on Your Investment

iQuantifi understands that it's all about return on your investment. By providing comprehensive financial advice to ALL of your customers, you can lower product marketing costs and drive more revenue per customer.  Use the calculator below to see the additional revenue that can be generated through our Core technology.

WHO SHOULD USE IQUANTIFI

LARGE FINANCIAL INSTITUTIONS

National and Regional Banks

Large Insurance Companies

Wealth Management Firms

Traditional Lenders

Large Brokerages

Credit Monitoring Companies

Large Financial Non-Profit

TECHNOLOGY COMPANIES

Fintech Companies

Personal Financial Management

RoboAdvisors

Online Retail

Online Lenders

Online Banks and Brokerages

Online Credit Monitoring

SMALL TO MID-SIZE FINANCIAL COMPANIES

Credit Unions

Community Banks

Peer-to-Peer Lenders

Local or Regional RIA Firms

Regional Insurance Companies

Local or Regional Non-Profits

Financial Blogs and Education Sites