Lead generation solutions

Lead Gen Solution KV

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.

Latte Cal KV Keyline 4


Prospects start building their initial plan without even noticing.

Marketing Sites KV Keyline 4

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

Motivated prospects

Verified contact details





Existing products

    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

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      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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