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