Questis helps firms manage plans and participants scalably, securely, and effectively, while also offering a branded, configured financial wellness program that encourages and tracks behavior change.
DISCOVER YOUR FIRM’S POTENTIAL
WHY FIRMS WORK WITH US
Questis offers financial intermediaries everything they need to manage, run, and grow their businesses.
EFFICIENTLY MANAGE ALL
DEVELOP A FINANCIAL WELLNESS EXPERIENCE UNIQUE TO YOUR FIRM
DEPLOY FINANCIAL WELLNESS ACROSS YOUR BOOK OR PLAN BY PLAN
WANT TO SEE HOW WE CAN HELP YOU MANAGE YOUR PLANS AND HELP YOUR PARTICIPANTS?
WHO WE WORK WITH
INCREASE YOUR FIRM'S VALUE WITH PARTICIPANT MANAGEMENT FOR ADVISORS AND COACHES
Increase capability and scale education services with a central hub for participant interaction
Add reporting and depth to individual interactions
Create consistency of service regardless of channel
Manage an educational team
Identify opportunities and streamline handoffs
INTEGRATED MESSAGING & SCHEDULING
PROTECT AND GROW YOUR BUSINESS WITH YOUR FIRM'S OWN FINANCIAL WELLNESS PROGRAM
Defend your book. Launch your own branded digital financial wellness program
Increase participant reach, access, and depth of engagement
Get to market fast without the time and resources of an internal build
Track progress and show tangible value to your plans with detailed reporting
USER FRIENDLY INTERFACE
BUDGETING & CASHFLOW TOOLS
PROPRIETARY ADVICE ENGINE
SEE HOW WE CAN HELP YOU
USER SPECIFIC ENGAGEMENT & ACTION ITEMS
Once we set our business goals for our wellness program, GoalPath, we realized almost immediately that we needed a technology partner to help us reach them. In our search, we kept running into "turn-key" solutions that couldn't adapt to do what we wanted to do, how we wanted to do it. Ultimately, we chose Questis because they are different. Their configurable platform helped us create a wellness program that fits our business model and works with and for us, rather than forcing a round peg into a square hole.