Plan ai – Prospect module

In the world of financial services, converting a prospect into a client is one of the most complex and critical challenges for a consultant. With the new prospect module integrated into Wealthype’s software, we have designed an innovative solution that simplifies this process, enabling consultants to quickly and systematically gather and organize all essential information about potential clients.

Thanks to this module, consultants can swiftly input key demographic and financial information about the prospect, such as name, surname, age, profession, income, assets, and other useful notes to outline an initial profile. Once the data is collected, Wealthype’s system automatically organizes the information and assigns the prospect a “financial persona,” an archetypal profile with similar goals and needs.

This allows consultants to shape a preliminary investment strategy based on a financial wellness model tailored to this initial profile.

Here’s what makes Wealthype’s prospect module unique:

• Accurate Organization: All prospect information is saved in a structured way, minimizing the risk of losing valuable details.
• Instant Profiling and Strategy: The module assigns a “financial persona,” enabling the consultant to propose a preliminary investment strategy during the very first meeting.
• Comprehensive Report: At the end of the process, the consultant can generate a PDF report containing the prospect’s complete financial profile, with details about assets, needs, goals, and recommendations for improving their financial well-being.

For a demo of our tools, drop us a line at info@wealthype.com and see how to apply machine learning principles to traditional advisory processes