Transforming Financial Engagement

Engage customers like never before

A unique customer offering

A do-it-yourself financial planning solution for customers, or a whole new way for them to collaborate with your advisers.

Building trust through transparency

Interactive and visual, making it easier for people to see, and truly understand, the power and importance of what you do and why your products matter.

A one of a kind sales channel

Placing your products in the context of the client’s total financial picture and complete life plan.

    The financial planning solution everybody's talking about

    Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution

    Online tool simulates different financial scenarios and provides options to build a highly comprehensive personal plan in minutes.

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    Zurich Malaysia Partners Singaporean Fintech to Simplify Financial Planning

    Zurich Malaysia and Singapore-based fintech BetterTradeOff, launch Up | MyZurichLife, a financial planning solution exclusively for MyZurichLife’s users to help them plan their finance.

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    Meet Up: a financial Planning platform to help you manage your money

    Financial planning. Two words to the average millennial, at best, spark disinterest, and at worst, causes anxiety.

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      Backed by 500 experts globally

      The Synpulse-BTO partnership brings deep industry experience, regulatory knowledge, expertise in digital transformation and the support of 500 experts globally to our enterprise offering.

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      A seamlessly integrated financial planning solution

      Solution Design and Architecture

      A highly scalable, cloud based model that allows for deployment to new markets in under 4 months.

      API and System Integration

      Our platform uses an API model to facilitate seamless partner integrations that enhance the value of the tool for users, while providing partners with a unique and innovative marketplace for their products.

      Data Management

      Data segmentation, protection, and customer insights covering demographics, platform usage, future intentions, and product interests.

      Service and IT Operations

      Automation and technology provide best in class support for organization, processes and governance.

      Digital Transformation Consulting

      UX, UI design, customer journey, marketing flows, IT architecture and engineering.

      Change Management

      Change management flows from engaging stakeholders in a common vision and managing communication and involvement at all levels throughout the process.