InterGen develops proprietary artificial intelligence (AI) and machine learning algorithms that help banks, financial services, and insurance companies predict and identify when their clients are likely to have an important Life Event occur, what it could be, and how much of a financial impact that it could make.
Our personal financial health and wealth operating system will help you better understand what is happening to your clients.
WE HELP YOU:
- Define more precisely who your customers are
- Uncover what they have done in the past
- Discover what is likely happen to them in the future
- Correlate impetus, risk, financials, and goals, etc. with your products and services
- Match next best action by their targeted group, life stage, and life events
- Understand what to say and how to say it, because of data and not a gut feeling
Our personal financial health and wealth operating system will help you better understand what is happening to your clients.
WE HELP YOU:
- Define more precisely who your customers are
- Uncover what they have done in the past
- Discover what is likely happen to them in the future
- Correlate impetus, risk, financials, and goals, etc. with your products and services
- Match next best action by their targeted group, life stage, and life events
- Understand what to say and how to say it, because of data and not a gut feeling
Location: United States, Texas, Plano
Employees: 1-10
Total raised: $800K
Founded date: 2017
Investors 3
| Date | Name | Website |
| - | Techstars | techstars.... |
| 31.03.2021 | Plug and P... | plugandpla... |
| 22.01.2022 | MassChalle... | masschalle... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 17.05.2019 | Seed | $800K | - |
Mentions in press and media 4
| Date | Title | Description |
| 14.04.2026 | Couplr.ai Partners with InterGen Data to Drive Organic Growth, Advisor Productivity, Client Retention, and Revenue | Partnership adds Life Event Predictive capability to enable banks, financial service firms, and insurers to identify clients nearing major financial decisions Firms invest heavily in their advisors, but most of those advisors still rely on ... |
| 17.12.2021 | MassChallenge Announces 2022 FinTech Cohort | Boston, MA (December 17, 2021) - MassChallenge, the global network for innovators, today announces the 24 startups invited to participate in the 2022 FinTech cohort. Meet the MassChallenge FinTech 2022 cohort here. “We are excited to wel... |
| 18.12.2019 | MassChallenge FinTech Announces 2020 Cohort of Top FinTech Startups | December 18, 2019 (BOSTON) - MassChallenge, a global network of zero-equity startup accelerators, today announced the 34 startups that will join the 2020 MassChallenge FinTech program. “This year’s finalists speak to the exciting future of... |
| 17.05.2019 | InterGen Data Closes $800k Seed Funding Round | InterGen Data, Inc., a Dallas, TX-based AI-driven technology provider of proprietary AI software solutions and machine learning algorithms for banking, wealth management, insurance and fintech companies, closed an $800k seed funding round. ... |