....and the rest of the world!
We Help
Gain & Retain the Unengaged with these 7 Success Strategies
ONE
Faster & Easier Onboarding for All
Send Clients the Call-To-Action button/link for automated onboarding, or put it on your site, emails, social media, ads, etc. for a fast and effortless prospecting.
TWO
Unlock More Prospects
Add a Corporate Financial Wellness strategy that serves companies and all their employees.
THREE
Bank Future Prospects
Many prospects don't meet your minimums, but by giving them access to Free Self-Guided Financial Literacy, you're top of mind when they can.
FOUR
Close Lost Prospects
When you share Free Self-Guided Financial Literacy with a Sales Lead you didn’t close, you keep the door open.
Average Close Rate by Advisors
FIVE
Eliminate Legacy Loss Rate
Advisors lose up to 90% of clients today at wealth transition. ScenariosX give them something to engage.
SIX
Retain More Current Clients
Many of your current clients crave a different experience than what you're giving them today. Why not give them both?
Percent of consumers that express a desire to be actively involved in the Financial Planning process
Percent of Clients that prefer to engage in the planning process alone with digital tools.
SEVEN
Help Your Community
ScenariosX is built to handle the financial literacy needs of Less Fortunate Americans who seek help from Advisors willing to engage in Pro-Bono work.
of Advisors Would Prefer Firms That Support Pro-Bono.
of Aspiring Planners Are Drawn To Firms With Pro-Bono Commitments.
Financial Literacy Stories
These examples reflect the real-life financial situations that people face every day. The next generation of financial prospects wants more than generic solutions; they seek real control to build plans that accurately represent their lives and financial goals.
HOW MUCH NEW HOME CAN I AFFORD?
CAN WE RETIRE EARLY TO THE BEACH?
CAN WE BUY A 2ND HOME AND AIRBNB IT?
HOW DO I LIVE IN THE GIG ECONOMY?
COULD I AFFORD A PAY CUT TO BE HAPPIER?
CAN I AFFORD TO HELP WITH MY GRANDKIDS?
SHOULD I STAY HOME OR USE DAYCARE?
WHAT IS THE COST OF OUR DEBT ON US?
CAN I AFFORD TO GO BACK TO SCHOOL?
CAN WE OPEN OUR DREAM BUSINESS?
WHAT IF SOMETHING HAPPENS TO ME?
WHAT IF WE MOVE TO ANOTHER STATE?
For other FinTech Platforms & Financial Institutions
For Federal, State & other non-Profit Programs
What's Inside?
- What is a Scenario?
- The Risk of Inaction
- The Origin Story of Scenario Planning
- The Psychology of Scenarios
- The Seven Types of Scenarios
- User Interface Needs for Powerful Scenarios
- Engaging America with scenario Planning
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