360-ProVestment®

INTRODUCTION

360-ProVestment®

A powerful optimizer that gives your customers their personalized investment and insurance solutions anytime, anywhere and self-evidently the best.

360-ProVestment® automates solutioning from your available product universe and suggests the precise product configurations. Our proprietary algorithms synergize the insurance and investment products with pricing capabilities and therefore can tackle your customers’ classic but complex dilemmas.

Problem

Customers have multiple top-priority financial needs and aspirations for which no adviser can prove they have the best solution. Customer’s budget, time and preferences are constraints but holistic solutioning is also conceptually difficult, time-intensive to create and subject to sales bias.

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SOLUTION

What incumbents do:

Single-stage calculations, i.e. solving a financial gap in isolation without considering the solution’s effect on the overall financial wellbeing across time

This always results in the customer having to make major trade-offs and sacrifice one or more of their needs and aspirations while being excessive in others.

What we do instead:

We optimize, optimize and optimize.

What is optimization?

“A process to achieve the “best” design relative to a set of prioritized
criteria and constraints.”

An Optimization Classic: The first solo nonstop transatlantic flight from New York to Paris

What 360-ProVestment® does

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Construct a range of personalized solutions made up of insurance and/or investment products that you can offer to your customers

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Automates only the robust and suitable solutions by stress testing over 10,000 event scenarios customized according to the customer’s life and market risks

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Quantifies your customer’s current and future likelihood to meet his/her prioritized criteria and achieve the overall financial wellbeing as desired

Benefits

Immediate and long term

Benefits

No more product pushing!

Let 360-ProVestment® help kick off process to engage your customer in appreciating the solution’s effect on his/her prioritized criteria

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More trust!

Take 360-ProVestment® ability to generate options with easy-to-understand suitability metrics to give your customers their Google Maps for financial solutioning

sales

Better sales!

Ride on 360-ProVestment® holistic solutioning to make cross-selling a permanent feature of your sales process

Happier customers

Happier customers!

With 360-ProVestment® unique optimization, your customers do not do major trade-offs or sacrifice their values.

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Let your customers get their 360-ProVestment® solutions through your sales force, a chatbot or any setting that you can dream up.

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Want to create your own solution instead?

Let us help you compare products and simulate your proposed solution to gain your customer’s confidence.

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