We bridge the financial advice gap
Financial institutions are struggling to replicate their offline sales and advisory model online
Existing digital solutions are either too simple to be credible, or too complex to scale. Our unique hybrid solution allows consumers and advisers to plan together, or independently, on the same platform- helping drive trust and transparency, while enabling advisers to demonstrate the value of their advice and the products they sell. Bridging the gap between people and the advice and products they need to secure their financial future.
We simplify and demystify financial planning
The platform has been localised and deployed in Singapore, Malaysia, Hong Kong, the Philippines, the UAE, Switzerland, the Netherlands, and the U.S.
Working with leading financial institutions to bring financial planning to everyone
Standard Chartered partners with BTO to offer customers a new online financial planning solution
SC Goals Planner provides Singapore customers with comprehensive financial planning via the bank’s online banking portal and mobile app.
Zurich Malaysia and BTO simplify financial planning for Malaysians with Up | MyZurichLife
The solution took root after BetterTradeOff won the Malaysian round of the Zurich Innovation Championship in April 2020.
Leading European financial services provider invests in BTO global expansion
Dutch Financial Services Provider, Achmea, has completed a minority investment in BetterTradeOff via the Achmea Innovation Fund.
Digital advice is the missing link in the effective sale of financial products online
Reducing complexity
Simple and fast. 15 minutes to build a retirement plan.
Yet comprehensive. Investment, insurance, property, health, education...
Lowering Distribution Costs
Flexible. API based architecture that's ready to integrate.
Scalable at speed. Three months to deployment per market segment.
Increasing Trust
Relevant & Credible. Local languages, taxes, rules, statistics...
Transparent. Visual and interactive- help clients see and understand the value of the right financial products.
Attract
63% of clients were interested in consulting an adviser.
Qualify
59% of clients were interested in buying a product.
Convert
A plus 20% increase in sales.
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.
