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Product Selector

One-size fits all advice isn’t cutting it anymore in the age of digital banking and insurance, but our Product Selector allows you to serve each new customer with a unique digital experience.

The Product Selector is a custom-built sales tool on Checkbox. It acts as a self-service tool, available on your website and landing pages, or used by front-line staff to attract new customers and increase engagement with existing ones. The tool takes the user through a series of questions to determine their profile needed to make a risk or leverage determination and provide personalised recommendations of products, specific to their profile.

Benefits of Product Selector


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