Solution introduction

360-NeedsProfiler® is a predictive analytics service for real-time analysis of the customer’s financial needs

Uncover how a financial need rank in relevance against others for every customer and spend less time on data collection while increasing insights and monetizing engagement

No-Code Configuration
Configure macroeconomic assumptions and local population actuarial rates without coding

Analytics-As-A-Service
Get insights about your customer segments, and discover the untapped triggers for next-best-action

Use Iterative Analysis
Allow one-time or progressive iterative analysis, enabling flexible and interactive
journeys

API-First Anytime
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory

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