BehaviaScorto
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Related Products
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About
Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows.
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About
Questis is a configurable financial wellness delivery platform that allows retirement advisors and financial service providers to easily deliver personalized wellness programs to their plan sponsors and participants. Founded by experienced financial professionals, Questis pairs the power of software with the customization required to fuel behavior change. With seamless integrations, scalable technology, and strategic industry insight, the Questis Platform makes financial wellness simple and profitable. Newfound data transparency fuels entirely new lines of business for financial service providers and tangibly improves financial health for plan sponsors and participants. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies searching for a customer behavior analysis solution
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Audience
Financial institutions and banks searching for a solution to manage their internal and customer operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationScorto
Founded: 2001
United States
www.scorto.com
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Company InformationQuestis
Founded: 2013
United States
www.questis.co
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Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
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Employee Engagement Features
Benchmarking
Supported
Cultural Alignment
Supported
Employee Awards
Supported
Employee Guides
Not Supported
Employee Recognition
Supported
Feedback Management
Not Supported
Goal Management
Supported
Health & Wellness Programs
Supported
Performance Management
Supported
Pulse Surveys
Supported
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Integrations
No info available.
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Integrations
No info available.
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