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.