Lynx Trading PlatformLynxspa
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Related Products
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About
The Trading Platforms allow to control and manage all sales processes of banking, financial and insurance products, by a deep understanding of the various channels and a fully integration with back-end systems (both administrative and managerial). It is fundamental to overcome the “physical” barriers that have historically limited the three main involved operating areas through their consolidated management. Functions dedicated to the customer relationship management, covering all front-end needs through teller, call center or financial advisor. Innovation related to portfolio modeling and sales planning. It’s the information repository that feeds the channels area. It collects and summarizes all the information/events managed by the back-end. Innovation related to portfolio modeling and sales planning.
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About
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
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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 institutions looking for a trading platform that helps manage d manage all sales processes
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Audience
Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.
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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 Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$197/month
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 InformationLynxspa
Italy
www.lynxbroker.com/software-tools/trading-platform/
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Company InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Categories |
Categories |
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Integrations
Adenza
Boomi
Cloudera
Salesforce
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