Shawn Pellacani's Contact Details

Shawn Pellacani's Company Details

Spyglaz

San Mateo, CA, US • 5 - 9 Employees
SaaS

Spyglaz is a machine learning growth platform for customer retention serving the insurance, asset management and retail banking industries. Spyglaz uses machine learning to predict the next best action for better customer conversations, which distribution partners are most likely to grow with you over time, and early asset retention opportunities. We do this through a rapid adoption process that does not require backend integration, does not touch legacy systems, and starts delivering value within 4 weeks.Our platform is built from the ground up to serve the unique needs of financial services firms that sell retirement and investment products. Annuities sold by insurers, and investment products sold by asset managers have conjoined market dynamics. The high operational costs of wholesaling, narrow product margins, and a vast distribution network of financial advisors and brokers, who significantly influence asset retention.The Spyglaz Customer Growth and Retention Platform serves these industry verticals:Insurance – Life and AnnuityAsset Management – Retail AdvisoryRetail Banking – Wealth ManagementAt Spyglaz our mission is to support our customers in retaining and growing their high-value assets more effectively."