Increase leads and sales with a new digital advice proposition. In weeks, not months.
We're leading the way in advice lifecycle automation
1st
FCA authorised holistic advice engine
3+ years
providing holistic digital financial advice
250,000+
advice recommendations served to customers
Market leading assurance and pensions company in Ireland
“We chose Multiply because of their unique digital advice technology, that will enable Irish Life to help our customers take good care of their health and financial wellbeing. In turn helping our long-term business growth.”
Susan Gibson
Chief Digital &
Innovation Officer
Transform your business with the complete
digital advice platform.
Use Multiply's regulatory
permissions, or your own
1.
Onboard
- Perform KYC / AML
2.
Fact find
- Build financial profiles and capture goals
3.
Advise
- Generate financial advice
- Assign your human team to review specified cases
- Show financial plans and recommendations
4.
Execute
- Integrate your product catalogue
- Help customers take key actions
5.
Engage
- Send the right comms at the right time
- Prompt key customer actions including fact find updates
6.
Revenue profiling
- Understand what and when to sell to your client base
- Identify optimum sales opportunities within the lifecycle of the client
- Grow with goal based selling
Backed by tech and compliance expertise you can trust.
We work closely with each client to ensure that both their advice and our tech is risk-appropriate and compliant.
Book a demo to find out more about Multiply
Complete this form and a member of the Multiply team will be in touch.