Finance
Capture financial intent before clients compare three other providers
Roccai lets financial brands capture client intent before it dissipates into comparison shopping. A decision guide helps clients clarify their financial goals and product fit while sharing structured intent data, so you engage at the moment intent peaks — before they research three other providers — and follow up with the right product or advisor.
Roccai lets financial brands capture client intent before it dissipates into comparison shopping. A decision guide helps clients clarify their financial goals and product fit while sharing structured intent data, so you engage at the moment intent peaks — before they research three other providers — and follow up with the right product or advisor.
The challenge
Clients actively considering their next financial move research and compare multiple institutions before deciding. Brands lose intent at exactly the moment it peaks.
How Roccai helps
Decision guide helps clients clarify their financial goals and product fit while sharing structured intent data — captured before the comparison phase begins.
- Capture intent before comparison shopping and competitor research
- Build qualified audiences segmented by financial goal and life stage
- Enable personalised follow-up by relevant product or advisor
Let's talk
Frequently asked questions
How can financial brands capture client intent before they compare providers?
Roccai gives banks, insurers, and advisors a decision guide that captures client intent at the moment it peaks — before they research three other providers. It helps clients clarify their financial goals and which product fits, capturing that as structured intent data, so you can engage and follow up while they're still deciding rather than after they've compared elsewhere.
How do we match clients to the right financial product or advisor?
A Roccai guide asks about the client's goals, life stage, and situation, then points them toward the most relevant product or advisor. Because their answers are structured data, your team can route each client to the right offer or specialist with context, instead of a one-size-fits-all form.
Can Roccai build qualified audiences for financial marketing?
Yes. Every guide response segments clients by financial goal and life stage, so you can build qualified audiences and run personalised campaigns and follow-up — reaching people with the products that actually fit their stage rather than broad messaging.
Is a financial decision guide GDPR-compliant and cookie-free?
Yes. Roccai collects declared, consent-based intent data with no third-party cookies or behavioural tracking, and it's GDPR-compliant by design — important in a regulated sector. The data belongs to your organisation and reflects what clients chose to share.
Where can clients use a Roccai finance guide?
Embedded on your website or a product or campaign landing page, shared as a link in emails and newsletters, or placed behind QR codes in branches and at events — meeting clients on the channels where they research their next financial move.