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

Money Market

Brokerage

Auto Loan

Roth IRA

Traditional IRA

SEP IRA

Simple IRA

Annuity

Money Market

Brokerage

Mortgage

Savings

Money Market

Brokerage

Credit Card

529 Plan

Brokerage

Money Market

Brokerage

Home Equity Line of Credit

Personal Loan

Core Feature Highlights
 
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