360-NeedsProfiler® is a predictive analytics service for real-time analysis of the customer’s financial needs. Uncover how a financial need rank in relevance against others for every customer and spend less time on data collection while increasing insights and monetizing engagement.
Configure macroeconomic assumptions and local population actuarial rates without coding
Get insights about your customer segments, and discover the untapped triggers for next-best-action
Allow one-time or progressive iterative analysis, enabling flexible and interactive
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
Use Case Examples
Upload your database of leads and trigger the calculations APIs. Download the results within seconds. Receive a percentage relevance per financial need. Personalize your marketing and remarketing for
every lead accordingly.
Self-Directed Presales Discovery
Many are undecided about the financial needs they should plan for. Financial gaps calculations jump the gun and cause information overload. Help your customers focus on the top-ranked financial need instead. Reduce drop-offs. Increase intent and conversion.
Unleash Richer Experience!
Combine 360-NeedsProfiler® with other 360F API services. For example, use with 360-ProVestment® for a straight-through discovery to solutioning within minutes.