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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a platform to create personalized customer experiences while improving operational efficiencies

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$197/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quantiphi
Founded: 2013
United States
quantiphi.com/technology/conversational-ai/

Company Information

WebPrez
Founded: 2001
United States
www.webprez.com

Alternatives

Alternatives

MoneyGuide

MoneyGuide

Envestnet
OptiTalk

OptiTalk

Zietra
SIMON

SIMON

SIMON Markets
Dialogflow

Dialogflow

Google
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
Talkie.ai

Talkie.ai

Talkie
Abe.ai

Abe.ai

Abi.ai
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

Amazon Web Services (AWS)
Google Cloud Discovery AI
Google Cloud Document AI
Google Cloud Platform
Looker
TensorFlow

Integrations

Amazon Web Services (AWS)
Google Cloud Discovery AI
Google Cloud Document AI
Google Cloud Platform
Looker
TensorFlow
Claim Quantiphi Conversational AI and update features and information
Claim Quantiphi Conversational AI and update features and information
Claim WebPrez and update features and information
Claim WebPrez and update features and information