Value proposition

A Leading Provider of Health and Wealth Life Event Data.

InterGen Data is an AI/ML-based Life Event Prediction and Analysis company that revolutionizes how financial professionals prepare clients for impactful life events. InterGen Data's proprietary algorithms identify the likelihood of a major life event occurring, what that event could be, and how much impact it would have on the client's financial plan. Their Data as a Subscription "DaaS" and Service Bureau “SBM” models deliver actionable insights to financial services firms, healthcare providers, and insurance companies to assist them in identifying coverage gaps, locating hidden risks, and unearthing revenue opportunities.

Wealth Management, Brokerage, Financial Services, Artificial Intelligence, Insurance, Clearance and Settlement, Registered Investment Advisor, Predictive Analytics, KPI's, Machine Learning, Insights, Financial Wellness, and Marketing