Prepare your insurance and investment recommendations for unforeseen events through robust and exhaustive stimulations. Give unshakeable confidence.
Combine Scenario Simulator with other Fermion Wealth API services and unleash richer experiences such as generating, comparing and understanding the personalized effects of different bundled solutions – all in a glance.
Go for the ultimate stress-testing with automated life triggers based on actuarial tables specific to your customer’s profile.
Configure and simulate a specific risk event, which can be especially useful to explain benefits or cross-sell unplanned needs.
Project net wealth accumulation process with or without suggested solutions to increase persuasiveness
Feel free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory.
Product-centric comparison does not make customers understand the difference – simulate the alternative products and solutions. Show the differences and the impact on your customer’s net wealth and target aspirations. Show why it is better to take a bundle than a standalone product.
Advisors run the risk of being relegated to order taking. Customers may not know best how to anticipate what the future may look like. Configure up to 8 risk events to show the impact of an unplanned need. Add a recommendation and simulate the improvements. Seeing is believing.