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Unitifi's Financial Behavior Assessment & Communication Guide

By Unitifi

Know Your Clients Better

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Industries
Communications
Education
Financial Services
Business Need
Sales
Marketing
Analytics
Requires
Sales Cloud
Compatible With
Sales Cloud

This solution pushes data generated by ucit.unitifi.com & feeds it into the subscribers Salesforce account via custom objects. This helps streamline use by financial professionals in custom reports, automated communications, & meetings with clients.

  • Platform Overview

Highlights

Subscribers can send unlimited assessment to their clients

Allows financial firms and professionals to increase AUM & retention rates through better communication

Provides the opportunity for subscribers to save up to 30% on E&O Insurance premiums through strategic partners such as Lockton Affinity

Clear insights about client financial behavior can reduce litigation risks & strengthen compliance related knowledge of client

Provider Details

Unitifi
Omaha, NE US
Founded
2018
Website
Email
Phone
402.979.7185

We help representatives, such as advisors, in the financial services industry know their clients’ financial behaviors completely. Our assessment results provide insights that help guide our customers to effectively target communications that will strengthen & grow that relationship and overall book of business. We have recently presented at a variety of financial industry conferences and most notably were invited to present at the WASET (World Academy of Science, Engineering and Technology) conference in Paris, France in 2018.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

The customer must have an active subscription to Unitifi's software for each user and active Salesforce license(s) in place for their organization or user.

Annual or monthly subscriptions are available to our software. We offer discounts for annual subscriptions as well as enterprise level discounts for organizations with more than 10 subscribers.

Annual Plan

$2,100 USD/user/year

Monthly Plan

$199 USD/user/month

Enterprise Discount 25% (11-50 Subscribers)

$1,800 USD/user/year

Enterprise Discount 35% (51-100 Subscribers)

$1,560 USD/user/year