Goal-based recommendation engine
Smooth customer journey towards investment goals
Goal-based recommendation is the next-generation asset allocation for retail investors. Instead of going over insensible risk-profiling questionnaire, customer takes a driver seat to set their own investment goals. We then create a personalized long-term plan to ensure smooth journey towards their goals.
Our goal-based recommendation engine helps customer engagement productive with customer-centric sale narratives. Then, the long-term recommendation helps sustain business and create cross-sell opportunities. Lastly, we customize goal-based recommendations for your product offerings while ensuring goals can be achieved.
Secure sales and sustain business
Maximize chance to reach investment goals
Generate cross-sell opportunities
Customized for your
API support for digital wealth management
Product made for
Sales platform solution with proven track record
If you need sales platform that seamlessly integrates with our goal-based recommendation engine, our strategic partner, Finoux, and 118 Sigma can together provide end-to-end solution, namely GoalPost, that greatly helps your sales staffs secure and sustain business by shortening lengthy sales process and preventing mis-selling. GoalPost has accumulated over $800 AUM and 250k mutual fund applications within only one year.
Interest in our services?
Please contact us to learn more about our products and how they can help your business.