Related Products
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About
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial advisors
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$60/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/
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Company InformationQuestis
Founded: 2013
United States
www.questis.co
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Categories |
Categories |
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Employee Engagement Features
Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys
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Integrations
Axis LMS
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