Financial Needs Analysis
We generate scalable financial reviews based on content.
We enforce business guidelines and industry standards with validations and guides throughout the sales journey.
We streamline the sales process with instant approval requests from supervisors and timely sending of relevant documents to customers.
New Business Register
We provide straight-through data feeding into back-end systems to minimise data-entry.
We streamline operations by being the singular source for managing advisory access.
We automate commission tagging on respective policies for ease of viewing and management.
Commission Management
We generate regular or on-the-fly reports for effective production management and monitoring.
We organise reports by product type, financial adviser representatives, and per policy level, ensuring comprehensive oversight and clarity.