Product selection and suitability
Offer your clients real-time suitability assessments to determine if an investment product, account or service is suitable for their needs using our self-service suitability tool.
Automate product offerings
Help clients find the most appropriate offerings for their needs with our automatic filtering service that requires zero intervention from your relationship managers.
Check anytime, anywhere
Remove uncertainty and lead times for clients as the results from Tiller’s automated suitability checks are delivered in real-time.
Open all hours
Allow clients to take advantage of a self-service tool that is available online 24/7,365 days a year, and benefit from a boost to your new customer sign-up rates
Assess the suitability of a wide range of financial products and services. Flexible to your product and service offering.
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