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Intelligent Marketing & Sales Software for the Financial Services Industry1-10 Employees
  • Early Stage
    Startup in initial stages
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Intelligent Marketing & Sales Software for the Financial Services Industry
Stream is an enterprise solution that offers seamless distribution and unassisted enrollment, for associations, worksites, even direct to consumer. The technology behind Stream will optimize content in a contextual manner, to provide each visitor with a highly personal and unique experience.It identifies the best products, financial and non-financial and presents it in the most compelling way, guaranteeing the most efficient and compliant experience.

It achieves this by analyzing data, known and in real time, with self-learning algorithms and in-built data analytics to personally engage each prospect based upon their demography, profile, behavior and actions. It then steers and influences purchase behavior such that it optimizes sales and marketing performance enterprise wide, identifying and facilitating up-sell and cross-sell opportunities.
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