A smarter way to sell financial products
Empowering consumers and improving the distribution of financial products through multi channel sales platforms.
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The best customer experience
Increase your sales by effortlessly delivering the most relevant products and content to every customer.
Flexible
Effectively adapt to demographics and changing consumer behavior
Focused
Easily build personal and responsive sales tools
Effective
Maintain relevant communication to increase client retention
Intelligent
Continue to improve your processes by learning from every transaction
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"An innovative deployment of technology that will enable our firm to address the needs of an increasingly diverse marketplace."
Le Phan, CEO, Strategic Benefit Solutions
We’re trusted by a number of Fortune 100 companies within the US and Europe.
Our Process
Afinium Overview
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
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Stream
Product Overview
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
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Spring
Product Overview
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
Marketing and enrollment technology,Financial Products,Affinity Marketing Strategy,Enrollment Service,Enrollment Technology,Enrollment Software,Enrollment App,Enrollment Platform,Financial Technology,Sales Increase Software,Flexible Sales Software,Increase Client Retention,Cutting Edge Sales Technology,Enterprise Solution,User-Friendly Solution,Assisted Enrolment Application
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Products
Afinium combines cutting edge technology with years of sales and marketing expertise to bring you a set of innovative tools absolutely crucial to successful marketing, distribution and sales.
Stream
The enterprise solution that offers seamless distribution and unassisted enrollment, for associations, worksites, even direct to consumer. The technology behind Stream will optimize content in a contextual manner, to provide each visitor with a highly personal and unique experience.
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XStream
Our ready to use customer-centric enrollment platform. XStream allows intermediates to set up a marketplace for financial products from multiple providers with unmatched ease and effectiveness. It also allows for sales directly to the consumer, employers and worksites.
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Spring
Our most user-friendly solution that allows you to focus on the customer, instead of the paperwork. Spring comes ready to use, right out of the box. It’s pre-configured with standard products and easy to use tools needed to assist every salesperson.
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Spring Enterprise
An assisted enrolment application fully equipped with customizable tools to identify your customers’ needs. Spring Enterprise offers agents and brokers the ability to connect to each and every customer in a personalized manner, while at the same time matching them to the best fitting product.
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