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As a mainstay within the Quest4Web suite of products, our Financial Consumer Profiler is one of our featured application frameworks.

Instead of walking in the shadow of traditional reactive approaches when evaluating a consumer's financial portfolio and changing needs, at Q4W we are leading the way with a knowledge-based, proactive approach to bringing the consumer what they need, typically well in advance of traditional methods. By knowing key aspects of a consumer's financial portfolio we then use industry 'best practices' to optimize consumer assets and enhance their overall financial decision-making.

Financial Consumer Profiler collects and maintains information critical to consumers, specifically their assets, debts, income and financial 'personality'. From this information we take a proactive approach in recommending products and services that enhance each customers financial portfolio and experience, for both the short-term and long-term.