A predictive analytics service for real-time analysis of your customers’ financial needs. Uncover how a financial need rank in relevance against others for each customer.
Combine this Needs Identifier with other Fermion Wealth API services and unleash richer experiences such as straight-through discovery to solutioning within minutes!
Configure macroeconomic assumptions and local population actuarial rates without coding
Get insights about your customer segments and discover the untapped triggers for next-best-action
Allow on-time or progressive iterative analysis, enabling flexible and interactive journeys
Feel free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory.
Upload your database of leads and trigger the calculation APIs. Download the results within seconds. Receive a percentage relevance per financial need. Personalize your marketing and remarketing for every lead accordingly.
Help your customers focus on the top-ranked financial needs they should plan for – because financial gaps calculations jump the gun, cause information overload and confuse them.