TradeOff is the world’s first customer engagement platform for the mass affluent financial services customer.
TradeOff demystifies financial services by providing a risk-free environment for your customers to test drive real products. Your customers also receive both peer and platform support to improve their understanding of the products and their most suitable uses.
At its core, TradeOff is a fast paved, exciting and entertaining game. Tradeoff takes your customer on a journey where they gain broad financial experience, product knowledge and investment skills. They progressively take control of their financial world in more than 400 different real life scenarios.
TradeOff then helps transition your customer to the equivalent real world products and make more money for themselves and your organisation.
TradeOff provides you with fully tracked and documented sales leads. TradeOff ensures that your customer base is protected from competitors.