We’ve built a collaborative space
where Financial Planning brings
clients & institutions closer
We need efficiency, intuitive simplicity, and smooth design to give our clients the best, we expect this from our partners too!
Partners
Everything we do with our partners
must be “customer-first” aligned.
Clear focus on rapid delivery and quality outcomes at scale, because Singapore is just the beginning.
A truly innovative and intuitive design with a fast on-boarding and immediate insights for both the agent and the client
How it Works
Onboard your clients quickly
Select a pre-filled persona [similar to your client] and adjust it to match your client profile easily.
Engage clients’ interest immediately
Let your client immediately play with their own life scenarios and Dreams to naturally discover their real appetite for your products and services.
Pick suitable products perfectly
Match your investment and protection solutions to your client’s needs in the direct context of their life so that they can see the personal value of your recommendations.
Features
Protection In-context Simulator
Let your clients simulate protection products in their own life context so that they can really understand the impact and value of products such as term-life.
Digital KYC
Rapidly complete the initial KYC and benefit from automatic updates to the KYC based on changes in a customer’s dreams and life events (e.g., change in income).
Pension & Tax
Easy localisation of pension and tax management, as well as multi-language and multi-currency.
Digital Onboarding
Use pre-defined personas [or create your own!] to instantly generate new client profiles for easy personalization to match your exact client profile.
Investment In-context Simulator
Let your clients simulate and explore what it means to take investment risk in their own life context to understand and match their risk appetite with their actual risk capacity to see what impact and value your products will have in their life.
CRM
Manage your sales funnel to take your business efficiency and client-handling to the next level. Track customer status, sales potential, and ensure smooth workflow to give clients direct access to the life planning simulator.
How to ace that first
prospective client meeting?
Download the latest report
on Retirement Readiness
in Singapore 2017
Our computing infrastructure is provided by Microsoft Azure, a secure cloud services platform.
Microsoft Azure platform is encrypted with banking-grade security and all communication is 256-bit SSL encapsulated between all end-points.
Security
Monitoring, Logging
& Reporting
Security &
DDoS Protection
Authentication
& Access Control
Encrypted Storage
Encrypted
Communications
Security Audit &
Penetration Testing
All data access is protected by a role-based access-control mechanism, which only lets users view data for which they have permission.
The platform is Singapore PDPA compliant.
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