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October 12, 2010
PlanPrescriber Financial Software for Banks & Credit Unions
Expert Advice at Every Consumer Touch Point
PlanPrescriber's automated product advice systems make certain all your customer-facing staff provide consistent and high-quality product consultation on complex banking product and service sales.
Our solutions manage intricate assortments of product information and business rules (e.g. loan-to-value ratios, rates, product bundling discounts, cross-sells, etc.) in order to guide staff through an unbiased, consultative sales experience for the customer. Our technology also provides state-of-the-art Internet self-service use as well. We have automated advice tools to facilitate retail bank product sales in the following categories:
- Mortgages (purchase & refinance)
- Consumer loans / auto loans
- Deposit accounts
- Small business deposit products and lending
- Wealth management
If you would like to learn more about licensing our technology, you may contact us at 
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