360-NeedsProfiler®

INTRODUCTION

360-NeedsProfiler®

A predictive needs profiler that jumpstarts the customer’s financial discovery and solutioning

360-NeedsProfiler® draws your attention to the financial need that has a higher personal relevance relative to the others. The outcome is actionable as most of us would have budget constraints and therefore dilemmas. In other words, the Profiler creates intent. Intent is known to increase conversion by three times.

Problem

Financial planning is a daunting task. Most are not prepared for it.

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Source: 2019 Survey of Consumer and Advisor Views on saving and managing Money, Certified Financial Planner Board of Standards

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SOLUTION

What incumbents do:

Automate data aggregation. Beautify user interface

These methods do not overcome the customer’s unwillingness to share all information and capacity to understand how the information is processed in a financial plan.

What we do instead:

With as little as 7 non-intrusive information points from your Customer, we predict what his or her prioritized financial needs should be, considering relevance, risk and constraints.

We give your customers instant gratification by re-iterating and presenting the analysis for every question answered. No one has ever dropped off during the 1-min exercise!

By navigating him or her to focus on the most relevant need, we help your Customer establish the intent. With intent, conversion is 3x better.

Benefits

Immediate benefits

Based on production analytics

INCREASE UP-SELLING

+ 20%

more choose
comprehensive plans

WIN BIGGER CASE SIZE

+ 89%

more premium
paid

INCREASE CONVERSION

+ 50%

more retained
in sales funnel

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Strategic benefits

Use our predictive analytics reporting feature to contextualize your leads and personalize re-marketing campaigns for higher conversion success

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Make it yours

Customizable model
Choose up to four financial needs from our protection and wealth accumulation options to implement
We’ll localize the model for you too.

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API-first

Anywhere, anytime
Let your customers get their predictions through your sales force, a chatbot or any setting that you can dream up.

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What's after discovery?

After knowing their needs, your Customers will want a solution. Use our 360-ProVestment® to give them the best financial advice.

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