Empower financial advisors for higher value customer relationships

finleap connect’s advisory suite offering enables advisors to generate unique customer insights by leveraging financial transaction data. The tool provides an overview of additional opportunities to deepen customer relationships by suggesting relevant products and services. 

Use Cases

Lendbox

We believe… financial advisors need modular, branded tools that can be trusted to put customers first.

The problem… lack of connectivity to existing financial accounts and data that can be leveraged with analytics products.

Our solution… provides an easy to use interface supported by real-time access to financial data that helps advisors identify relevant opportunities for their customers.

Platform Structure

Platform Structure

The modular product structure makes it quick and easy for you to add relevant financial services to your existing application, product and service range.

Key Benefits

  • Identify valuable and relevant opportunities
  • Increase quality of lead generation
  • Save on backoffice costs
  • Innovative platform with automated updates
  • One-stop service offering