A CUSTOMER RETENTION SOLUTION BUILT FROM THE GROUND UP FOR THE INSURANCE, ASSET MANAGEMENT, AND RETAIL BANKING 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.
The Spyglaz Customer Growth and Retention Platform serves these industry verticals:
- Insurance – Life and Annuity
- Asset Management – Retail Advisory
- Retail Banking – Wealth Management
At Spyglaz our mission is to support our customers in retaining and growing their high-value assets more effectively.