BENEFITS

Cross-Selling Increases Brand Loyalty

The accompanying financial models show how lucrative this App can be as a Lead Gen tool for financial institutions and planning networks. Each of these organizations has it's own research and financial objectives. But, one thing is clear: with this App, your customers will now be contacting you to request additional services.

As customer acquisition costs continue to escalate, this App gives you an opportunity to significantly slash costs by letting the flow of life in this mobile age drive hot leads, especially Gen Xs and Millennials, to your financial advisors.

The valuation model will allow you to set key parameters and assess the total lifetime value of new customers resulting from the conversion of hot leads generated by the App.