Who We Are
We are a group of seasoned leaders with a proven track record of delivering transformative technology to the banking, financial services, insurance, and the healthcare industries.
We are founded on the belief that when people are provided with the right information, tools, and data, they will be able to better understand and manage their future.
We are here to help you spend less time on administrative tasks and more time on revenue-generating opportunities.
What We Do
We develop proprietary artificial intelligence (AI) and machine learning algorithms that help banks, financial services, and insurance companies predict and identify when their clients are likely to have an important Life Event occur, what it could be, and how much of a financial impact that it could make.
Our personal financial health and wealth operating system will help you better understand what is happening to your clients.
WE HELP YOU:
Define more precisely who your customers are
Uncover what they have done in the past
Discover what is likely to happen to them in the future
Correlate investor impetus, risk, financials, and goals, etc. with your products and services
Match next best action by their targeted group, life stage, and life events
Understand what to say and how to say it, because of data and not a gut feeling
Why We Do It
Today’s financial planning systems do not take into account, correlate, or model an individual’s Life Stage with any upcoming Life Events, Healthcare Events or their associated costs. In turn, this creates an unrealistic assumption that one can achieve their goals without any hurdles.
Our predictive models will help account for these events, understand their potential economic impact, and help you create a better plan.
VALUE YOU RECEIVE
Directly correlate all product purchases to a root cause
Market to your prospects/customers in advance of a Life Event
Uncover deeper insights into their motives
Generate timely and contextually relevant conversations
Create an individualized financial roadmap for a Customers Life’s Journey