360F
Advisory Revised
New Generation of Customers wants control
Help them self-discover their financial needs
Create the intent
Help your Customers know what they need. Conversion is three times better when they are aware and develop the intent. It gets even better when the suggestion is based on their personal profile.
Personalize in real time
Our predictive model identifies the individual Customer’s needs relevance and risk. Choose up to four financial needs from our protection and wealth accumulation options to predict and display.
Give more than take
We take as little as ten questions to predict the Customer”s financial needs with maximum scientific reliability and validity. Take advantage of our user interface to give your Customer a slick experience.
Easy to understand
In under twenty-five words, we explain the numbers behind. The story develops as your Customer progresses through the experiential journey.
Use 360-NEEDSPROFILER® for immediate and long-term benefits
Based on live production analytics