Help your team generate new leads via customized survey solutions.
You choose the lead profiles you want,
Did you know? Surveys are the best performing lead magnet on the market today.
A survey is the most powerful way to provide valuable, customized content to an engaged audience.
Use it to reach your prospects and existing client base. Gather 50+ data points on demographics, finances, and goals in the process.
Our Free Financial Plan template is the perfect starting point. We've built all the complex algorithms on the back-end. You customize the front end!
Brand our survey tool
as your own!
Full Suite of Solutions
Customize every step of the process and capture the data that is most important to your organization.
The survey tool consumers use to create their free financial plan is branded with your company logo & colors. You may add questions to the survey to capture data most important and relevant to your firm. Mobile friendly!
The Financial Plans are branded to your company and include dynamic pages based on user data. Feature your content, your services, and your immediate next step. All based on parameters set by your company.
Capture 50+ data points on every individual that completes a financial plan. Map these fields directly to you CRM to create new prospect profiles or update existing ones. It's easy for us to zap data to any CRM or similar database!
Compare Anasova to
Anasova empowers enterprises to access leads through a survey tool. Use the data captured to qualify & connect with your best leads. You own the process and the leads!
Zoe Financial produces leads through a financial quiz that matches users to an advisor. Once converted, the advisor pays out 20% of AUM over the lifetime of the account to Zoe Financial.
Smart Asset produces leads via a retirement readiness quiz. They refer captured leads to multiple advisors who each pay to buy the lead and compete to convert the prospect.