Overview
360-ProVestment® is a computing-intensive advice engine that solves the customer’s financial aspirations and protection needs. Optimize protection and investments. Eliminate guesswork. Maximize customer value.
Auto-Configure Investment &
Protection Advice
Get straight into business by configuring advice
for different sales channels, customer segments and products
Offer
Thematic
Solutioning
Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness
Train
From An
Unbiased Slate
Use insights about your distributors’ preferences as they adjust the optimizer’s suggestions, to train
the baseline model
Keep
Behavioral Biases
In Check
Use the portfolio parameter calculators and smart heuristic insights to provide the feedback loop and tackle overconfidence bias and herd mentality
Use Case Examples
Self-Directed Pre-Advisory
Cold leads and even many existing customers prefer to minimize their interaction with advisors until the purchase intent is strong. Give them the personalized and algorithm-driven ideas and privacy. Inspire them without undue pressure. Increase case sizes by as much as 23%.
Intermediated Advisory
Many advisors are pressed to make a sale for every advisory session. They low-ball themselves or become pushy. Use the optimizer for the products. Take advantage of the inherent bundling capabilities to ‘negotiate’ from the highs. Everyone appreciates a neutral third-party.
Unleash Richer Experience!
Combine 360-HappiU® with other 360F API services. For example, use with 360-ProVestment® to get optimized and thematic solutioning suggestions to raise the financial satisfaction score.
