ANASOVA
Generate fresh consumer leads in minutes, directly from your website
Embed
our widget on your website -
no coding required!
Educate
your audience with a
free financial plan.
Engage
clients & prospects
to discuss their plan.
YOU own every lead!
Step 1: Embed
Add our financial planning survey to your website -
in minutes!
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Easy to embed directly on your website, just like THIS ----------->
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Branded to your company logo & colors!
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No coding required!
Step 2: Educate
Help relieve financial stress
with personalized financial plans.
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Users spend < 5 minutes answering an anonymous financial survey.
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Their data is used to build a personal financial plan.
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Plans are written in plain-English and delivered in PDF.
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Each plan includes a customized solutions guide to help the user take action.
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White-label to feature YOUR services!
Step 3: Engage
Unlock customer data &
revenue opportunities.
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Get an instant lead notification when a prospect builds a plan from your website.
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Access 50+ user data points and contact details.
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PLUS:
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CRM integrations
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Executive dashboards
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Revenue sharing programs
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More!
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Get started today!
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Add a fun, interactive feature to your website.
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Deliver highly personalized financial content to clients & prospects.
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Collect all the data you need to start the money conversation!
