Flatten your sales funnel

Lead Generation  -  Discovery - Qualification - Revenue

All in One!

Offer free financial plans on your website with Anasova.

Financial Assessment

Offer a fast, free, and anonymous financial plan directly on your website.  Our fully automated, DIY process takes prospects under 5 minutes to complete.

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Provide immediate value!

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It's easy to implement Anasova's lead generation tool. No coding or integration required!

No code
No integration

You'll get a dedicated url for your survey assessment. Or, embed our widget on your website with a quick copy/paste.  No tech team required.​

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Get up and running in minutes!

White-label Anasova's lead generation tool with your company's logo and brand colors.

Brand
Customization

Brand our tools with your logo and colors.  Customize your profile page in every plan to include your unique links and call-to-action.​

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Make it your own!

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Anasova's lead generation tool offers integrated user data.

Integrated
User Data

Unlock powerful data on every user that completes a financial assessment. Send this data directly into your CRM system to create or update user profiles.

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Access 50+ data points on every lead!

Anasova's data dashboards give you a high-level view of the financial wellness of your audience.

Dashboards

See how your audience is performing financially at the aggregate level. Spot trends, financial gaps and opportunities to expand your wallet share.

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Get better insight to your client & prospect base!

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Anasova's revenue sharing program allows you to earn money for displaying ads in your plans.

Revenue Share

Earn a referral fee for actions taken with advertisers. Showcase a hand-selected set of solutions from our partner network, or bring your own strategic partners to the table.

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Get paid to make referrals!

Curious? Contact us to request a demo.

Click here to access frequently asked questions about Anasova's lead generation tool.

Have Questions?  Check out our FAQ's

View FAQs