Untapped potential



How banks can maximize customer satisfaction through digital financial advice

Shifting tides: Equipping the modern bank advisor


Banks face a multitude of roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve branch growth and success, banks must equip advisors with the tools to overcome these challenges.

Learn more about overcoming branch and advisor pain points:

Download our whitepaper to learn about equipping bank advisors for success.

Collaborative planning

Kickstart the planning conversation with collaborative planning solutions that visualize needs analysis and can be scaled into include comprehensive planning strategies.

Engaging clients via banking portal

The NaviPlan Platform, built on API technology, makes offering digital planning engagements easy and seamless for all banking customers.

Comprehensive wealth planning

The robust NaviPlan Platform easily scales to meet the needs of wealth management teams, private banking services, and trust departments.

Single platform solution

The NaviPlan platform offers the tools institutions need to support numerous instances that provide actionable insights for business decisions.