Through our gamified life journey simulation, banks, insurers, and advisors can now empower customers to make informed financial decisions.
Our DAP enables interactive financial planning that engages customers and helps advisors better illustrate solutions.
Financial advisors will be able to explain the complexities of insurance by simulating different scenarios on a customer’s life path and present the resulting financial impacts. By using this interactive and engaging format, customers can now easily comprehend the benefits of different strategies and products.
Similarly, customers will enjoy the same feature on the customer app which opens a communications channel for banks and insurers to directly connect and influence their existing and potential customers.
Our Digital Advisor Platform helps advisors and customers to tailor a delightful financial planning experience that motivates accomplishment of financial aspirations.