Build a complete financial picture of your customers - on your platform
The Problem
Financial institutions struggle to gain a holistic picture of their customers' finances, which makes it difficult to underwrite risk and know how to help customers with products & services. Customers also lack self-service tools to help them understand their investments
The Solution
StockLift helps financial institutions underwrite loans & insurance policies with the first Asset Score and provide relevant products to their consumers through granular customer targeting and AI-powered marketing automation. Meanwhile, customers benefit from informed decision making
Discover Our Groundbreaking Portfolio Analysis
6
Portfolio Analysis Charts for Consumers
consumers can view their financial data directly on your platform. Charts include sector & geography breakdowns, a mutual fund X-ray, growth projections, benchmarking & alpha, and top holdings data
x / 1200
Asset Score & Analytics for Underwriters
the first-ever Asset Score, like a Credit Score, except it rates a customer's assets. Together with our asset analytics, lenders & insurers can verify outside assets to prevent fraud, model risk better than ever before, and offer discounts based on Asset Score
1,000+
Customer Insights for Marketing Teams
our analysis and insights, like our Advisor Readiness Score & Insurance Readiness Score, tell marketing teams about financial suitability for products & services. Save valuable time with better customer targeting than ever
Improve Your Customers' Financial Journey...
Informed Decision Making
data-driven insights to help manage their money
Time Saving
faster to analyze multiple accounts than ever
Improved Financial Literacy
customers learn how to invest securely in their future
...While Making Better Underwriting Decisions & Finding Opportunities to Offer Tailored Products
Underwrite Loans & Policies
automated asset verification & scoring to decrease risk
Cross-Sell & Up-Sell
existing customers using data mined from portfolio analysis
Engagement & Retention
increase time spent on your app & products purchased
Leverage an AI-Powered Dashboard
Creditworthiness Evaluation
make better lending & insurance decisions
Customer Targeting
market more efficiently & increase share of wallet
Marketing Automation
streamline marketing processes with action alerts
Ready to Get Started?
It only takes a few hours to integrate our tools