Intelligent Customer Management for Finance and Insurance
Use the Simplex Platform to eliminate manual CRM operations, empowering sales, service, and marketing to work smarter with AI insights and assistance, automated outreach, and proactive customer growth strategies tailored for financial services.
Holistic Customer Management for Unprecedented Sales, Growth and Loyalty
Insurance Brokers
AI assistance, insights, and data enrichment to pipeline and book to bolster lead-quote-bind ratio, specialize coverage for every customer, uncover up/cross-sell opportunities, and put your renewals on autopilot
Financial Advisors
AI assistance, insights, and data enrichment to pipeline and book to prioritize and qualify leads, spot needs for adjusting financial plans, rewrite/replace Life and Annuities, cross-sell insurance, and automate customer inquiries
Consumer Finance
Real-time enrichment, insights to client financials and AI assistance to personalize loan, credit and refinancing options in human or digital channels, up/cross-sell additional services, handle objections and gain trust
Banking
Real-time insights to client financials and AI assistance to help associates personalize loan and refinancing options, onboard customers to additional services, handle objections and complaints, and provide delightful service
Wealth Managers
Actionable client and market insights and AI assistance to adjust financial plans, refine strategies for client retention and growth, cross-sell insurance and personal finance, provide proactive advice, and automate inquiries
Next-Best-Offer Models Got You to First Base with "What to Offer to Whom".Simplex Unlocks "What, How, Why and When to Offer to Whom" Taking You to HOME RUN.
Data Science and Machine Learning models only got us so far […] to better lead scoring and surface-level recommendations, yet Simplex's enrichment and in-depth analysis of financial and insurance products yields spot-on "Whom, What, How, Why, When" which is the essence of Real-Time Sales and Marketing at scale, and it's revolutionary.– Chief Data Officer of an $80B AUM Insurance and Financial Institution
Unprecedented Revenue Growth
No training. No data integration. No AI risk.
Growth: Book-of-Business Revenue Intelligence
Real-time data enrichment and analysis to identify and prioritize revenue opportunities in your AMS and CRM, with actionable, auto-generated selling points for each customer.
Marketing: AI-Powered Campaigns on Autopilot
Describe your business objective, e.g. "Cross-sell life insurance by EOQ", and let Simplex mine your book for opportunities, generate messaging and automate execution.
Sales: Bullseye Offers, Only Qualified Customers
Forget spray-and-pray. Real-time qualification and reasoning for WHAT, HOW, WHY and WHEN to offer to every customer at optimal context for agents, field, and contact center.
Financial AI Engine: Auditable and Compliant
Simplex industry-specific GenAI reasoning generates correlations and opportunities on a daily basis, which are supervised, auditable, and compliant with E&O and regulation.
$5B in Revenue Broker
Simplex has the potential to completely transform the US insurance and finance market, with truly tailored risk and financial solutions, and a proactive advice approach to managing client relationships. We haven't seen something like that in the market.
- VP of Digital
Getting started requires no integrations.
Later, we seamlessly integrate to your ecosystem.
About Us
We are ex-Salesforce, second-time founders who previously built an AI startup with multiple Fortune 100 customers, and now, backed by a US venture capital firm with execs from JPMorgan Chase, HP and Meta, we are aiming at revolutionizing the way financial and insurance organizations serve their customers, achieving a truly personalized and trustworthy customer experience for customers while unlocking customer and revenue growth like never before for organizations.