Lead generation solutions
A comprehensive do-it-yourself financial planning tool
A standardized solution with no integration required. Prospects self-register and create a complete financial plan in as little as 5 minutes. Account creation uses email and mobile number to ensure leads are contactable.
Prospects start building their initial plan without even noticing.
Websites for your digital campaigns
Drive registration through social posts, emails, webinars, and your other marketing activities.
Generate a high volume of highly qualified leads
Verified contact details
An unprecedented data set
Verified contact information: first name, last name, email, mobile number
Demographics: age, gender, date of birth, nationality, residency status, employment status, family composition
Current financials: income, current expenses, investments, loans and insurance policies, real estate, cars, total assets and liabilities
Dreams and goals: retirement age and income, wealth creation, education, real estate, travel
With extensive applications
Direct marketing, client acquisition and targeting
Client segmentation and discovery, anticipate client lifecycle events, investment strategy, product development, risk assessment
Anticipate product needs: investments, insurance, loans
Cross selling and referrals, risk management, improved lending
Arrange a Demo
Arrange a time to see our solution for yourself.
A one-of-a-kind hybrid platform
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
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