FinancialIndex™
Assess current knowledge and risks to your client’s financial health and provide real-time education using the CMIndex™, a proprietary solution with enterprise-wide scalability and stability.
How It Works
Assessment
Dynamic Assessment
- Branded and customizable assessment tool
- Evaluate each client’s situation using the metrics that are right for them
Real-Time Feedback
Individual Insight
- Provide immediate feedback / education on both strengths and risks
- Identify opportunities for advice, education, and cross-selling products or services
360 Evaluation
Larger Backend View
- Link multiple assessments under one platform
- Quantitative data on deficiencies and strengths on relevant KPIs
- Deep-dive reporting capabilities