The smartest, industry-leading Matchmaking app
Advisor Match, a multi-dimensional matchmaking app
Advisor Match helps people stay on top of their finances by matching them intelligently to Advisors in 3 easy steps.
Advisor Match is like the eHarmony of Finance, a matchmaking digital tool that matches people to financial advisors that fit their preferences and needs across multiple dimensions — and easily start a conversation.
Problem Solved: removes the intimidation and complexity in wealth building, and makes finding a financial advisor and starting the 1st conversation as easy as 1-2-3
Company x Product Brand tie-in: Gives users the power to_ stay on top of their money
RESULTS
94% of users are extremely happy with their match, rating them at least 9 out of 10
100% increase in digital leads year-over-year
Users have added $20M+ to accounts
Award: Best Innovation: Consumer Finance (Global Finance)
Award: World’s Most Innovative Bank (Global Finance), product cited as key factor
• Commercials •
It’s a digital tool so impressive, you can’t help but find your match • What would you like the power to do?
• Promotional Video •
Meet Your Match / “We Met on…”
For wherever you’re at in life • It’s a digital tool so impressive, you can’t help but find your match • What would you like the power to do?
• closer look •
An industry first, the new Advisor Match algorithm matches prospects with advisers based on personal preferences and data collected from an easy-to-take questionnaire:
Users are asked 17 questions online — such as rating themselves on an introversion/extroversion scale.
Almost immediately, the app generates names and contact information for advisers who are deemed a good fit.
Users can contact the advisers directly and start improving their wealth journey.
