Personalize The Satisfaction Benchmark
Build an utility function that captures the customer’s unique financial satisfaction drivers such as the peace of mind
Multi-Risk Stochastic Simulation
Make scores relevant in real environments by stress-testing customer’s status quo in 10,000 personal & market risk scenarios
Use Iterative Analysis
Allow one-time or progressive iterative analysis, enabling flexible dataset requirements and interactive journeys
API-First Anytime You Want
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory