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A Better Way to Start the Financial Conversation

For Consumers, Financial Advisors & Enterprises

Anasova Lead Generation for Financial Advisors

Who do we help?

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Individuals

Access a fast, free and anonymous financial plan to start your financial journey.

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Advisors

Access two powerful ways to prospect. Generate your own leads & browse ours in the FinHive.

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Enterprises

Access custom financial surveys and integrations for lead generation and qualification.

Why Anasova?

We put you in control

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Individuals

You control how to continue your journey after creating your financial plan.

You decide if you want to:

  • Hear from a financial professional

  • Share your email address

  • Receive curated solutions 

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Advisors

Generate exclusive leads on your website with a financial assessment in your brand.

 

In our marketplace, you pick the right prospects for you. Browse, search or set filters for auto-delivery.

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Enterprises

Help your team generate new, exclusive leads via customized branded surveys.​

 

In our marketplace, you define the types of lead you want and we deliver them where you want.

How do we generate leads for our B2C clients?

Our lead magnet is a survey-based solution that allows consumers to generate personalized financial content in minutes by answering a few questions.

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Our B2C clients receive leads 2 ways:

1. White-labelling our survey solutions for their own use

-AND-

2. Hand-picking inbound leads from our survey network

What are the benefits
to our unique process?

  • We consolidate your lead generation, qualification process and discovery meeting into one solution.

  • We deliver real-time leads that have opted-in to hear from you.

  • You get 50+ data points on every lead, before your first interaction!

  • We save you time and money by renting our platforms instead of building your own.

  • Our solutions range from an affordable "off-the-shelf" program for individual Advisors, to fully-customized solutions for Enterprises.

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