Quantiphi Conversational AIQuantiphi
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Related Products
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About
Automate the classification and extraction of content from thousands of scanned financial documents with an intelligent virtual assistant. Handle all frequent user requests around account information, credit/debit cards, and other financial services over telephony, chat, and other popular messaging channels. Virtual agents to help customers manage their funds by sending out balance notifications, bill reminders, financial planning tips, and suggestions to save money by analyzing their card transactions. Assist advisors in effectively resolving queries from prospects, existing students, and alumni with an AI-powered virtual agent. Automate administrative tasks, like collecting and analyzing student feedback and responding to emails, to significantly reduce the time and effort involved. Simplify routine tasks like appointment scheduling, refilling subscriptions, and clinical trial matching by deploying virtual assistants.
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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
Companies looking for a platform to create personalized customer experiences while improving operational efficiencies
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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 InformationQuantiphi
Founded: 2013
United States
quantiphi.com/technology/conversational-ai/
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Company InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Categories |
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Integrations
Amazon Web Services (AWS)
Google Cloud Discovery AI
Google Cloud Document AI
Google Cloud Platform
Looker
TensorFlow
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Integrations
Amazon Web Services (AWS)
Google Cloud Discovery AI
Google Cloud Document AI
Google Cloud Platform
Looker
TensorFlow
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