A CUSTOMER RETENTION SOLUTION BUILT FROM THE GROUND UP FOR THE INSURANCE AND ASSET MANAGEMENT INDUSTRIES
Our platform is built from the ground up to serve the unique needs of financial services firms that sell retirement and investment products. Annuities sold by insurers, and investment products sold by asset managers have conjoined market dynamics. The high operational costs of wholesaling, narrow product margins, and a vast distribution network of financial advisors and brokers make customer retention incredibly important to growing your business.
At Spyglaz our mission is to support our customers in retaining and growing their high-value assets more effectively.