Comprehensive financial advice at scale
Our unique financial planning engine enables banks, wealth managers, and insurers to engage customers at scale
Built To Scale
Higher engagement. Better adoption. We dramatically simplify the process of building a sound and comprehensive financial plan for both advisers and consumers.
Scale efficiently and effectively. An API model that can be deployed and configured with local rules, tax laws, and advanced statistical models for a new market in just 3 months.
Improved Customer Engagement
- Increase share of wallet
- Drive customer acquisition and retention
- Drive appeal with Gen Z and digital natives
Increased Productivity
- Reduce product distribution costs
- Scale advisory faster and more cost effectively
- Increase adviser capacity and performance
Stronger Compliance
- Accessible digital record
- Embedded local rules, tax laws and statistics
- Covers FNA, RegBI, Risk Profile
Richer Customer Data
- Better client discovery and segmentation
- Personalised products and advice
- Empower up-sell and cross-sell
Three offerings to fit your unique needs
Turn-key lead generation solutions
Highly qualified leads through an easy to deploy suite of solutions: content, marketing websites, calculators, and a DIY financial planning tool.
Tailored financial planning solutions
A simple, yet comprehensive online financial planning platform, white labelled, configured and customized to your unique requirements.
API access to build your own experience
Access to our calculation engine, via APIs, to power your own UX/UI.
Increased engagement. Better leads. More sales.
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.
One global platform localized for all your markets
Extensive localization, including local languages, statistics, rules and tax considerations.
Retirement Planning
Household Composition
Household Income
Monthly Expenses
Tax Regulations
Social Security and Pensions
Health Care
Unemployment
Real Estate
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.
We simplify and demystify financial planning
Seamlessly integrated and easy to scale
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.
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A one-of-a-kind hybrid platform
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
