Critical Insights ✸

for → Financial Services

Empower your go-to-market teams with crucial information fueled by Quantum's impactful insights on your customers—our data enables you to intuitively prioritize outbound communications efforts, and optimize resource allocation, bolstering your organization's overall revenue potential.

Critical Insights ✸

for → Financial Services

Empower your go-to-market teams with crucial information fueled by Quantum's impactful insights on your customers—our data enables you to intuitively prioritize outbound communications efforts, and optimize resource allocation, bolstering your organization's overall revenue potential.

Critical Insights ✸

for → Financial Services

Empower your go-to-market teams with crucial information fueled by Quantum's impactful insights on your customers—our data enables you to intuitively prioritize outbound communications efforts, and optimize resource allocation, bolstering your organization's overall revenue potential.

Enrich

Your Database

Enrich

Your Database

Enrich

Your Database

Qualify

New Prospects

Qualify

New Prospects

Qualify

New Prospects

Convert

Qualified Leads

Convert

Qualified Leads

Convert

Qualified Leads

Sales Inquiries

impactful ✸ insights, data, and analytics

impactful ✸ insights, data, and analytics

impactful ✸ insights, data, and analytics

Unparalleled Insights

In Focus ●

Wealth Screening

Quantum provides a multitude of granular insights to paint a detailed picture of a lead’s financial scenario before first contact:

● Annual Income

● Credit Score Range

● Debt Carried

● Net Worth

● Investment Patterns

● Banking Preferences

Revenue Optimization

Using the data provided by Quantum along, with client interaction sentiment 

analysis, the platform calculates a proprietary Propensity Score, making it easy to focus on leads with the highest chance of converting for the highest AUM, the fastest. This data is fed into an analytics engine for strategy and process refinement.

Sales Compatibility

Quantum performs AI personality assessments derived from social media profiles along with lead enrichment data to pair incoming leads with the individual most likely to produce a win-opportunity.

Lead Enrichment

The platform sources invaluable insights from a variety of data partners:


● Demographics

● Spending Behavior

● Lifestyle Characteristics/Psychographics

● Travel Patterns

Lead Enrichment

The platform sources invaluable insights from a variety of data partners:


● Demographics

● Spending Behavior

● Lifestyle Characteristics/Psychographics

● Travel Patterns

Experience starts at →
✸ #PointZero

Optimize overall revenue potential by providing prospects with a tailored brand experience that incepts prior to first contact, #PointZero


Experience starts at ✸ #PointZero

Optimize overall revenue potential by providing prospects with a tailored brand experience that incepts prior to first contact, #PointZero


Qualification as a Service

Quantum was designed to be an end-to-end solution, helping to identify leads (Prospect), enrich them (Qualify), organize them (Prioritize), communicate with them (Personality), and use hard data for sales/marketing process refinement (Pipeline Analytics).

Qualification as a Service

Quantum was designed to be an end-to-end solution, helping to identify leads (Prospect), enrich them (Qualify), organize them (Prioritize), communicate with them (Personality), and use hard data for sales/marketing process refinement
(Pipeline Analytics).

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