iPipeline CIS

Needs Analysis

iPipeline's Needs Analysis module is a needs-based financial modeling tool designed to help you more easily establish client goals, shorten sales cycles and improve closing ratios. Our powerful software gives your clients a clear understanding of their financial situation by presenting complex information in easy-to-understand charts and graphs.

Needs Analysis allows you to revise numbers on the fly, illustrating for your clients the effects of your sales recommendations. When you can demonstrate, for example, the effects of increased savings or interest rates, you create a powerful bond with clients as they see the results of their unique numbers and your suggestions graphically played out.

View information on implementation and training.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.