tiller

Suitability

Product selection and suitability

Offer your clients real-time suitability assessments to determine if an investment product, account or service is suitable for their needs using our self-service suitability tool.

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Automate product offerings

Help clients find the most appropriate offerings for their needs with our automatic filtering service that requires zero intervention from your relationship managers.

Check anytime, anywhere

Remove uncertainty and lead times for clients as the results from Tiller’s automated suitability checks are delivered in real-time.

Open all hours

Allow clients to take advantage of a self-service tool that is available online 24/7,365 days a year, and benefit from a boost to your new customer sign-up rates

Multi-product

Assess the suitability of a wide range of financial products and services. Flexible to your product and service offering.