Teddy provides a centralized platform that connects independent bankers and financial professionals to over 70 banks and fintechs, enabling them to offer the most advantageous credit options to their clients. The platform automates the comparison of financial products, streamlining proposal management and commission tracking, which enhances efficiency and profitability in the financial services sector.
Funding
Funding not disclosed
Founders
Product
Problem
Independent bankers and financial professionals face challenges in efficiently comparing financial products from multiple institutions to find the best options for their clients. Managing proposals, tracking commissions, and staying updated with a wide array of banks and fintechs can be time-consuming and complex. This often leads to missed opportunities and reduced profitability.
Solution
Teddy is a centralized hub that connects independent financial professionals with a network of over 70 banks and fintechs, enabling them to offer diverse credit solutions to their clients. The platform automates the entire sales journey, from initial simulation to credit release, integrating seamlessly with partner institutions. It streamlines proposal management, commission tracking, and lead organization, providing a single interface for managing multiple financial products. By providing access to a wide range of products and services, Teddy ensures that financial professionals can always offer their clients the most advantageous options.
Target Audience
The primary users are independent bankers, banking correspondents, investment advisors, credit bureaus, and other financial professionals seeking to expand their product offerings and streamline their operations.
Features
- Access to over 70 banks and fintechs through a single platform
- Automated commission tracking with real-time visualization of earnings
- Integrated proposal management from simulation to credit release
- Lead management tools for importing and organizing client data
- Client management system to centralize client information
- Credit simulators for various products including capital, vehicles, and real estate
- Commission simulators to estimate potential earnings for each product
- Mobile app (Teddy 360°) for on-the-go access to key platform features