Rendiamo la consulenza patrimoniale completamente personalizzata e scalabile per migliorare la soddisfazione dei clienti e aumentare la produttività.
Wealthype is a WealthTech company that enables banks, insurance firms, and wealth managers to improve the commercial effectiveness of their distribution network.
The use of Artificial Intelligence enables financial advisors and insurance agents to make the best decisions for their clients.
An advanced analytics software that supports the network in commercial negotiations and client interactions. The software assists throughout the entire advisory process: Goal-Based profiling and recommendations, wealth simulations, personalized reporting, and client engagement in every situation.
Our goal-based profiling system allows you to deeply understand your clients and support them over time.
It’s a system that, based on your needs and goals, identifies financial and insurance products designed to enhance your financial well-being over time.
Generate a personalized engagement report in just a few clicks—always up-to-date and designed to support you in commercial negotiations.
Communicate with clients in a simple yet professional way. You have access to a selection of exclusive, constantly updated content to support every stage of your client interactions.
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Ask us about Wealthype’s products, pricing, implementation, or anything else. Our highly qualified representatives are ready to help.
