Reimagining banking sales by helping people achieve their life goals
We help banks transform customers from lost prospects to sales.
A plug-and-play sales solution for banks and a co-pilot for their customers.
A plug-and-play sales solution for banks and a co-pilot for their customers.
Use cases
What are life goals?
Life goals are financial goals extended, which goes beyond the focus area of the bank. From our research, we have identified the top life goals people pursue.
Personalised journey co-pilot us your dream
Customers receive personalised journeys based on their life goals, which lay out the sequence of tasks, due dates and resources to guide them to goal achievement.
Financial product matching
Based on the life goal, relevant financial products are recommended and pre-approved for the customer.
Journey customisation
Journey management tools that support banks in creating and customising journeys for various life goals and financial products, and rolling them out to their customers, optimising the sales process.
Smart insights
Deep insights about the customer are collected via the Co-Pilot, and shared to existing CRM tools, enhancing funnel analytics.
Value to the banks
Accelerate sales cycle & time-to-value
Increase sales conversion
Strengthen customer relationships
