Financial Advice

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Custom-made advice applications for your customers

In the advertising of financial products, custom-made advice is important. However, the situation might differ radically per customer, since each customer has different interests. A decision tree offers help to provide valuable and solid advice to your customers. 

The Berkeley Publisher provides you with the opportunity to help each of your customers individually while taking into account their personal situation and interests. The right calculations are made through a question-and-answer-model, which generates a custom-made advice based on the answers given by the customer.

Continue reading and learn How it works or ask for a free trial license.

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