Analytic Products
Analytic Products
Bespoke behavioral solutions to support your firm growth strategy.
Compatible Matching
Combining the depth of Equifax consumer data with Atlas Point’s behavioral data for the most predictive lead generation match ever seen in WealthTech.
BI Dashboards
Behavioral insights on clients and financial professionals, unique to your firm.
Accelerators & Widgets
Integrate behavioral surveys directly into your platform or existing process.
Featured on
Features
What you get
Bespoke behavioral solutions powered by Atlas Point. Let us make your vision a reality.
Compatible Matching
Compatible Matching
Combining the depth of Equifax consumer data with Atlas Point’s behavioral data for the most predictive lead generation match ever seen in WealthTech.
2 Ways to Match
1. WealthWiser
A stand alone solution or embed behavioral components into your digital experience
2. Existing Leads
Your firm provides a list (batch) of existing leads
BI Dashboards
BI Dashboards
Behavioral insights on clients and financial professionals, unique to your firm.
Configure
Behavioral insights, activity, 3rd party data, etc.
Segmentation
Create tailored product offering based on behavioral profiles
KPI Tracking
Measure and track client engagement
Accelerators & Widgets
Accelerators & Widgets
Integrate behavioral surveys directly into your platform or existing process.
Widgets
Embedded, configurable, behavioral surveys
Workflows
Enhance your workflows with our behavioral based templates
Accelerators
Customizable tools to enhance FP growth
solutions
Get started with Atlas Point
Let's partner together to configure a system that is right for you, your team, and your firm.
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