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
Credit Monitoring Companies
Large Financial Non-Profit
Personal Financial Management
Online Banks and Brokerages
Online Credit Monitoring
SMALL TO MID-SIZE FINANCIAL COMPANIES
Local or Regional RIA Firms
Regional Insurance Companies
Local or Regional Non-Profits
Financial Blogs and Education Sites