Solution introduction
360-ProVestment® is a computing-intensive advice engine that solves the customer’s financial aspirations and protection needs
Optimize protection and investments. Eliminate guesswork. Maximize customer value
Auto-Configure Investment & Protection Advice
Get straight into business by configuring advice for different sales channels, customer segments and products
Offer Thematic Solutioning
Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness
Train From An Unbiased Slate
Use insights about your distributors’ preferences as they adjust the optimizer’s suggestions, to train
the baseline model
Keep Behavioral Biases In Check
Use the portfolio parameter calculators and smart heuristic insights to provide the feedback loop and tackle overconfidence bias and herd mentality
