About AvertiA Platform Built Specifically For Financial Professionals.
Averti automates financial Professionals’s all phases of client acquisition, retention and service processes, so your Professionals don’t have to. We allow you to focus on meeting with clients and helping them navigate life instead.
Unlike other CRM solutions on the market, Averti uses human-specific behavioral technology to address common bottlenecks when it comes to time-consuming, error-prone workflows – from client meetings and account transfers to prospect research and more. Most importantly, the platform does it with unrivaled security measures built for financial services, working seamlessly with common industry processes and technology.
Averti was built from the ground up with the complexities of financial professionals and the most client relationships in mind. It’s the reason we created our own financial-specific platform – one that doesn’t lower your virtual networks’ security settings or compromise sensitive financial information. We believe industry regulations like HIPAA privacy rules, SOC2 compliance and other bot-related compliance issues should be the least of your team’s worries. We want them focused on more human-like initiatives, like financial wellness.
Averti was built to work with any technology your organization is already utilizing or accessing. Integrating with a variety of life and financial-specific tasks with speed and ease, because our platform was designed to interact with CRM’s, insurance portals, and other financial applications the same way a human would – only faster, smarter, and more securely. And Averti’s capabilities around industry languages and standards were built specifically for the financial professional.