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Solutions for Banks & Broker-Dealers

Where Insights Meet Action

Bridge the insurance and annuities information gap with Proformex—the only data and technology platform that provides real-time, accurate data essential for your clients’ overall wealth plans.

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Turn Data into a Competitive Edge

Achieve Better Client Outcomes

Proactively engage clients and deliver preferred outcomes, adding strategic value to your business.

See Everything
at Once

Leverage advanced technology to aggregate and centralize your critical data from multiple sources.

Identify Risks & Opportunities

Get tools and smart insights that make it easy for advisors to bring insurance into planning conversations.

Connect Teams & Take Action

Access first-of-their-kind, configurable reports and notifications to keep everyone in the know on where and when to act.

We Understand Your Goals and Support Them

Safeguard Client Relationships

You’ve worked hard to build strong client relationships. Proformex can further cement those relationships by improving service with clear reports and timely outreach.

Reduce Risk

When you and your teams have up-to-date information at your fingertips, you don’t have to worry about unnecessary or unknown exposure to risk.

Protect Future AUM

Minimize policy lapse risks and protect client benefits while unlocking potential for future asset management growth. Proformex is the only tool that helps you grow AUM using life insurance and annuities as a segue into broader planning conversations.

Grow Business

With Proformex, easily identify opportunities—like term and annuity milestones, upsells, cross-sells, and re-sells—elevating a historically under-appreciated asset class into a consistent revenue generator.

Elevating Visibility into High-Impact Financial Tools

Annuities
Life Insurance

Proformex is Trusted by Your Peers

72%

Lapse Rescue Rate for Top Enterprise Clients

+154K

Event Driven Notifications Sent to Enterprise Advisors

36%

Additional Lift to New Policies Issued Above Baseline

210

Data Elements to Configure Reports and Notifications

“Proformex has been a great solution for Halo’s rapidly growing business. The Proformex team is bringing annuity and life data to our customers with details they do not get in other places. It has been a fantastic partnership.”

~ Joe Gerard, Head of Sales, Halo Investing.

 

Your Data is Secure

Proformex is trusted by the largest banks, broker-dealers, and wealth managers. We have a rigorous and comprehensive information security program.

As a SOC II Type 2 certified solution, we provide institutional-grade security and compliance, and we enable control of your data at every level of your organization’s hierarchy.

Your Data Can Be Integrated

Our team of experts can work with you to implement custom development and API integrations with the systems you use today. These integrations ensure your data is tethered to the appropriate platforms used in daily routines and conversations.

Discover Our Process

When you partner with Proformex, you enter a long-term relationship with a hands-on team that supports you every step of the way. Our best practices and implementation programs have moved the metrics that matter for your peers. Want to be next?

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