Owner/Operator
M
MoreTo
moreto.io
Website unreachable since Oct 26, 2026
MoreTo offers a B2B2C platform that utilizes AI to guide financial services customers in achieving their life goals through personalized journey mapping and smart product matching. The solution enhances sales processes by automating information gathering and providing deep customer insights, ultimately increasing sales conversion and strengthening client relationships.
- Artificial Intelligence
- Enterprise Software
- Financial Technology
- Software Only
Updated 7 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Problem
Financial service customers often struggle to define and achieve their life goals due to a lack of personalized guidance and difficulty navigating complex financial products. Sales processes in financial institutions can be inefficient, lacking deep customer insights and resulting in lower conversion rates.
Solution
MoreTo offers a B2B2C platform that leverages AI to guide financial services customers in achieving their life goals through personalized journey mapping and intelligent product matching. The platform provides a white-labeled customer interface for creating and managing life-goal journeys, along with a portal for sales advisors to communicate and exchange files with customers. AI-powered features automate information gathering, provide smart product recommendations, and deliver deep customer insights to enhance sales processes and strengthen client relationships. The platform integrates with existing CRM tools to improve funnel analytics and unlock new use cases and markets for financial institutions.
Target Audience
The primary target audience includes financial services companies, such as banks and wealth management firms, seeking to enhance their sales processes and improve customer engagement.
Features
- White-label customer platform for creating and tracking progress toward life goals
- Advisor portal for communication and file sharing with customers
- AI-powered chatbot for automated information gathering
- Smart product matching based on user needs and journey progress
- Integration with existing CRM systems for enhanced funnel analytics
- Personalized, AI-driven journeys based on expert research