Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

About Questis

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.

Integrations

No integrations listed.

Ratings/Reviews

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

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Company Information

Questis
Founded: 2013
United States
www.questis.co

Videos and Screen Captures

Questis Screenshot 1
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Product Details

Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Questis Frequently Asked Questions

Q: What kinds of users and organization types does Questis work with?
Q: What languages does Questis support in their product?
Q: What kind of support options does Questis offer?
Q: What type of training does Questis provide?

Questis Product Features

Compliance

Audit Management Not Supported
Risk Management Not Supported
Controls Testing Not Supported
HIPAA Compliance Not Supported
Archiving & Retention Not Supported
FDA Compliance Not Supported
Sarbanes-Oxley Compliance Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Environmental Compliance Not Supported
Version Control Not Supported
Compliance Tracking Not Supported
Incident Management Not Supported
Workflow / Process Automation Not Supported
Surveys & Feedback Not Supported
Artificial Intelligence (AI) Not Supported

Employee Engagement

Benchmarking Supported
Cultural Alignment Supported
Employee Awards Supported
Employee Recognition Supported
Goal Management Supported
Health & Wellness Programs Supported
Performance Management Supported
Pulse Surveys Supported
Employee Guides Not Supported
Feedback Management Not Supported

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

Financial Reporting

Audit Trail Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
Multi-Department / Project Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
General Ledger Not Supported