Benefits

We engage your customers on their goals. Not how much they are spending, but what they are trying to do in their life. iQuantifi provides users the specific actions and product recommendations they need to achieve their goals. Institutional benefits include:

  • Unique, engaging digital experience
  • Automated, qualified lead generation
  • Better line of sight into customer needs
  • True, omnichannel advisory experience
  • Seamless integration with your current technology
  • More revenue per customer
  • Scalable financial advice for all of your customers

iQuantifi integrates your products into the lives and goals of your customers. We provide specific product recommendations to over 15 different types of products that your institution may offer.

  • Investment Accounts

    • Brokerage
    • IRAs
    • 529 Plan
  • Insurance

    • Life
    • Disability
    • Long Term Care
  • Loans

    • Auto
    • Home
    • Credit Card
  • Investments

    • Stocks
    • ETFs
    • Mutual Funds
    • Annuities
  • Cash Accounts

    • Money Market
    • Savings Accounts

iQuantifi integrates your products into the lives and goals of your customers. We provide specific product recommendations to over 15 different types of products that your institution may offer.

Investment Accounts

  • Brokerage
  • IRAs
  • 529 Plan

Investments

  • Stocks
  • ETFs
  • Mutual Funds
  • Annuities

Cash Accounts

  • Money Market
  • Savings Accounts

Insurance

  • Life
  • Disability
  • Long Term Care

Loans

  • Auto
  • Home
  • Credit Card
It's all about return on your investment

It's all about return on your investment. By providing comprehensive financial advice to all of your customers, you can lower new product acquisition costs and drive more revenue per customer.

You can use the calculator to the right to evaluate the additional revenue that can be generated through our technology.