Intergen data has proprietary artificial intelligence (AI) and machine learning algorithms that help banks, financial services, and insurance companies predict and identify when their clients are likely to have an important Life Event occur, what it could be, and how much of a financial impact that it could make.
Our personal financial health and wealth operating system will help you better understand what is happening to your clients.
WE HELP YOU:
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Define more precisely who your customers are
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Uncover what they have done in the past
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Discover what is likely to happen to them in the future
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Correlate investor impetus, risk, financials, and goals, etc. with your products and services
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Match next best action by their targeted group, life stage, and life events
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Understand what to say and how to say it, because of data and not a gut feeling
Life Stage Predictions
Be prepared for Lifes Curveballs
Life Stage / Life Event
Algorithm
Our proprietary algorithm (Predictive Computational Model) that searches for, uncovers, and correlates the most impactful events that could occur in a person's life and presents that information back to the user through Voice, API, or Web experience in a simple easy to understand manner.
