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interVal provides financial institutions with the technology they need to ensure their advisors and clients can jointly identify, monitor and leverage valuation data to drive better, more informed decisions.
Business owners rely on their banking advisor for more than just advice. The role of the advisor stands as the entry point (or barrier) for owners seeking access to the products and services they need to operate their business. It has become commonplace for advisors to focus on short-term goals and to put the long-term needs of the business on the back-burner. Why is this the case? Financial institutions and their advisors are often unable to gather the data they need to drive client conversations beyond the “basics''. We believe this needs to change and that business owners deserve better.
We help financial institutions across North America level-up their services by providing the technology they need to identify and solve their client’s most challenging business issues. Let us walk you through how we are helping other financial institutions and learn how our valuation-focused platform is changing the way banking advisors work.
Let's talkinterVal is a “two-way” platform. This means business owners and their banking advisors can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, a highly visual and accurate valuation range can be produced. It is worth noting that, on average, this number represents 85% of an owner’s total wealth!
With a number in place, interVal offers your advisors and their clients an opportunity to dig deeper and discuss the results. Our technology also makes it easy for both parties to continually monitor changes to key ratios and the valuation range itself. Over a short period of time, interVal can help your institution and advisors foster a more proactive, focused and data-centric relationship with clients. Our customers believe that our platform can help them transform the way business owners view their services, while providing a mechanism to retain customers and differentiate themselves in the market.
interVal makes it possible for advisors to view and monitor their portfolio of clients in a single, easy-to-interpret dashboard. The platform makes identifying and actioning important changes to your clients’ valuation and other core financial data quick and easy, opening the door for more timely and relevant client intervention.
Adam Gianotti CPA, Director of Partner Enablement
Steve Bolton, Head Coach & CEO
We love talking about how we help financial institutions, but we get even more excited when we have a chance to show-off our platform in action. If you would like to schedule some time with us, get a platform tour, and learn how other institutions are leveraging our technology, we are here for you!
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