iQuantifi's Core Features
What can our Core Platform do for your business?
White label our Core Technology to generate highly qualified leads and drive revenue. Our cognitive software can scale your services and engage new customers while lowering drop off rates with your current clients.
PRODUCT LEAD GENERATOR
DEPOSIT ACCOUNTS
Checking
Savings
Money Market
CD
LOANS
Credit Card
Auto Loan
Student Loan
Mortgage
HELOC
Home Equity Loan
Personal Loan
INVESTMENTS
Brokerage
529 Plan
IRA
Roth IRA
Simple IRA
SEP IRA
Fixed and Variable Annuities
INSURANCE
Disability
Life
Long Term Care
Product Leads Generated per Goal
Car
Money Market
Brokerage
Auto Loan
Retirement
Roth IRA
Traditional IRA
SEP IRA
Simple IRA
Annuity
Home
Money Market
Brokerage
Mortgage
Cash Reserves
Savings
Money Market
Brokerage
Credit Card
College
529 Plan
Brokerage
Other Goals
Money Market
Brokerage
Home Equity Line of Credit
Personal Loan
Core Feature Highlights
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