A computing-intensive advice engine that solves customers’ financial aspirations and protection needs by eliminating the guesswork and maximizing customer value.
Combine the Investment Optimizer with other Fermion Wealth API services and unleash richer experiences such as facilitating expansive product shelves, enhance intuitive understanding and transparency for a customer and uncover unplanned needs.
Get straight into business by configuring advice for different sales channels, customer segments and products.
Automate virtual bundling options based on themes such as product nature and motivations, to facilitate desirable business mix objectively.
Use the insights about your distributors’ preferences as they adjust the optimizer’s suggestions, to train the baseline model.
Let your advisors be the final line of defence as they hear the unsaid and make the judgment to deviate with justification.
Cold leads and even existing customers prefer to minimize interaction with advisors, at least until the purchase intent is strong. Give them the personalized and algorithm-driven ideas and privacy and inspire them without undue pressure. Increase case sizes by as much as 23%.
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 and take advantage of the inherent bundling capabilities.