Meet the customer when money becomes part of the decision.
Home purchase. Education. Business. Protection. Investing. Retirement. A bank, lender, wealth platform or insurer can be present when one of those questions is real. The path is discover, understand, compare, then choose whether to connect.
Where you can be useful
When someone is buying a home, paying for education, starting a business, looking at protection, investing, or planning retirement. Discovery and comparison can start before any regulated handoff.
Who this is for
Banks, NBFCs and lenders, fintech and credit providers, investment and wealth platforms, registered advisers where applicable, and insurers or brokers where applicable.
What you can aim for
Relevant intent, contextual discovery, education, comparison, and a next step the person starts.
Data and user control
Introductions are user initiated. Sharing is limited to what that action needs. The person sees why an option appeared and chooses whether anything is shared. My ESI stays with the person.
Regulatory and data boundaries. Designed for permissioned, user-initiated financial journeys. ESI is not the lender, adviser or intermediary. Live regulated handoffs stay off until the operating framework is in place.
Explore. Select. Innovate.