Financial Need
Analysis
Who should use this application?
Investment Managers, Insurance Advisors, Personal Banking Managers
What does this application do?
This survey application does the following:
- Categorizes users based on monthly and annual income and expenditure
- Catergorizes users based on their current Net Worth - Investments & Commitments
- Categorizes users based on their future financial milestones
- Categorizses users based on the kind of preferred investment portfolio by the user
What is the value impact of using this application?
This application gives an in-depth analytical insight into the current and future financial needs analysis of their target customers, enabling the right financial advise and promotion of the right financial products.
Try it. It is free. No strings attached.
