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We predict Life Events so your clients can

"Leverage the Moments that Matter"

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Who We Are

We are a group of seasoned leaders with a proven track record of delivering transformative technology to the banking, financial services, and insurance industries.

 

We are founded on the belief that when people are provided with the right information, they will be able to make better decisions about their financial journey.

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What We Do

Simply put, we have built proprietary algorithms that predict Life Events and we provide this data to banks, financial services, and insurance companies.  

 

In turn, our customers are better able to help their clients see “what’s likely to happen to them, when it could occur, and how much of a financial impact that it would have.”

Why We Do It

Millions of planners, agents, and brokers around the world are struggling to acquire and retain clients.  Their clients believe that they can help them plan for a better future.

 

However, the challenge is that the people who are providing this advice, and even their clients themselves have absolutely no idea what's likely to happen next.

But we do ...

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Contact Us

(972) 833-2820

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