Solutions for Financial Services Firms

Your clients’ health is a key issue when planning and investing for the future. HealthView Services provides you and your clients with the personal health analysis tools and information needed to make informed, long-term financial planning decisions.

By filling a critical void in traditional financial planning tools, HealthView Services represents a powerful tool for attracting new clients, retaining existing clients and aggregating assets.

HealthView Services benefits your firm by providing an innovative, convenient solution that can help you:

	Differentiate your service and attract new clients.
	Build customer loyalty by adding significant value to your service.
	Enhance client peace-of-mind with information that can improve, extend or save a life.
	Enable profitable cross-selling of services to your current client base.
	Deliver a valuable service without increasing your administrative burden.
	Aggregate assets and maximize the value of each client relationship.

HealthView Services’ flexible integration model enables services to be integrated into current products, or offered as an additional service. Services can be delivered with your choice of branding: under the HealthView brand or as a private label or co-branded service offering.

Today’s financial services marketplace is highly competitive. HealthView Services gives your firm an edge that can significantly enhance and differentiate your offering, maximize your assets under management and enhance client satisfaction.