Verified email-pattern data for Unitifi® is currently limited. You can still use the company insights and contact sections below.
We Unite the Financial Services Industry by providing Behavior-Based Advising Tools
Our solution allows financial professionals to clearly understand their clients' financial personality and behavior as it relates to their financial decisions.
Designed by Financial Professionals ~ Perfected by Educators & Science
Reviewed by the Scientific Community:
-World Academy of Science Engineering & Technology; Conference Presentation & Publication 2018 in Paris France (International Conference Behavioral Finance, Risk Behavior)
-The Academy of Behavioral Finance & Economics Conference 2018 in Chicago, Illinois, US (Presentation & Research Review Submission)
We provide solutions for financial firms & professionals:
-Savings of up to 30% on E&O Premiums though our Partner Lockton Affinity/Lloyd's of London when utilizing our software
-Increase revenue through enhanced communication & collaboration with clients
-Save on marketing spend through targeted campaigns based on scientifically defined behavior personalities & attributes
-Our assessment is 99% accurate! Its results help subscribers retain clients by knowing their clients' preferred communication style & guides allocation preferences
Contact us today to learn more & schedule a no-obligation demo!
Company Details
- Employees
- 6
- Founded
- -
- Address
- 12020 Shamrock Plaza,
- Industry
- Financial Services
- Website
- https://www.unitifi.com
- Keywords
- Investor Behavior, Behavior-Based Advising, Behavioral Finance, Financial Behavior, Financial Adviser Tools, Know Your Client Software, Investor Engagement, Target Marketing Campaigns, Digital Platform, CRM Integrations.
- HQ
- Omaha, NE
Unitifi® Questions
Unitifi®'s website is https://www.unitifi.com
Unitifi®'s LinkedIn profile is https://www.linkedin.com/company/unitifi
Unitifi® has
6 employees.
View email and phone details for 6
employees at Unitifi®.
Unitifi®'s industry is
Financial Services
Unitifi®'s top competitors are
Skyline Advisors,
Infinite Ping, Inc.,
Ria Compliance Consultants, Inc.,
Trinity Capital Investment Partners,
Insytz,
Incomeconductor,
Rainbook,
Truthifi,
Grafiniti,
Harvest Investment Consultants, Llc.
Unitifi®'s categories are Financial Services
Unitifi®'s founding year is 2017
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Top Unitifi® Employees
-
Chuck Korger, CFP®
Financial Coach And Wealth Advisor, Delivering Peace Of Mind Since 1991
Sarasota, Florida, United States, United States5sagefinancial.com, independenceadvisors.com, carsonchoice.com, arete-wealth.com, carsonchoice.com4 +121551XXXXX
-
emily wetherall
Pan/Pmprv
Medford-Grants Pass Area, United States5att.net, kp.org, yahoo.com, ymail.com, hotmail.com -
Joe Muzic
Business Owner X2 | Digital Mktg & Operations Consultant | Ally | Nextgen Data & Lead Platform | Fintech Product Development | Dog Dad | Sem |…
Omaha, Nebraska, United States, United States2gmail.com, sandstream.us1 (402) 8XXXXXXX
-
Jerry Szatko
Ceo | Unitifi | We Provide Financial Advisors Kyc Solutions | Fintech | Finpro Tools | Financial Stress Assessment | Behavioral Finance | Husband |…
Omaha, Nebraska, United States, United States4endeavorair.com, fiiro.com, unitifi.com, delta.com
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