360F
HQ Address
53B Tras Street, #03-01, Central Business District, 078992, Singapore
Website Address
Business introduction
Holistic, Optimal and No/Low-Code Digital Financial Advice
The 360F DNA: Fast, Low-Risk and Scalable, powering Global Brands' Financial Advisory and Distribution Capabilities
360F is the innovation powerhouse of financial advisory and its value chain
The 360F’s SaaS-based microservices and low/no-code transformation technology against the backdrop of deep expertise in behavioural economics, transforms the usual product-pushing advisory into one that maximizes financial wellness.
360F’s underlying no/low-code technology has proven track records of accelerating time-to-market by 90%, massively reducing budget overruns and risks while empowering business users.
360F Solutions
360-Compare®
No-Code Configuration Configure master product specifications sheet without any form of coding Analytics-As-A-Service Get insights about your distribution channels’ recommendation preferences and sales habits Search And Bundling Agility Use search API and master advice principles for search agility and nudge desirable sales behaviour API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory,......
business needs
view solution360-Connect®
Out-Of-Box Connectivity Offer standardised connectors for instant and risk-free set-up Highly Configurable Support customizations and mapping within each connector Authentication Friendly Provide front-end redirection to fulfil the authentication /authorization requirements Statistics Monitoring Display statistics of records pulled, and reports of synchronization...
business needs
360-FactFind®
Unlimited Integration Points Support data portability such as MyInfo and SGFinDex (Singapore), PSD2 (Europe) and employers’ HR database Analytics-As-A-Service Smart supplementation of customer data whenever information gaps exist, to expedite preliminary analysis Adaptive To Focus Optimize the number of questions for each customer to focus on issues of maximal concern API-First Anytime Be free or get our......
business needs
360-HappiU®
Personalize The Satisfaction Benchmark Build an utility function that captures the customer’s unique financial satisfaction drivers such as the peace of mind Multi-Risk Stochastic Simulation Make scores relevant in real environments by stress-testing customer’s status quo in 10,000 personal & market risk scenarios Use Iterative Analysis Allow one-time or progressive iterative analysis, enabling flexible dataset......
business needs
360-Mira®
New Users- Applicable Designed to create content and suggestions for all users and financial products, even without their historical usage data Relevant For Financial Advisory Built on the science of human motivation, mathematics of behavioural economics, and art of advisor-client communication Data Privacy And Security Data is not shared between customers and only anonymized data......
business needs
360-NeedsCalculator®
No-Code Configuration Configure key calculation parameters such as macroeconomic assumptions specific to the local market Analytics-As-A-Service Get insights about your customer segments, and discover the untapped triggers for next-best-action In-Built Research Data Leverage the in-built research data to help customers shape their target financial needs without stress API-First Anytime Be free or get our help to integrate......
business needs
360-NeedsProfiler®
No-Code Configuration Configure macroeconomic assumptions and local population actuarial rates without coding Analytics-As-A-Service Get insights about your customer segments, and discover the untapped triggers for next-best-action Use Iterative Analysis Allow one-time or progressive iterative analysis, enabling flexible and interactive journeys API-First Anytime Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory...
business needs
view solution360-Portfolio®
Auto-Configure Investment Plans Get straight into business with pure investment or investment-linked insurance portfolios optimally configured-to-go Re-Balance/ Re-Calibrate Portfolios Generate re-balancing options for under/over-risked portfolios or re-calibrate when customer changes goals or risk level Train From Unbiased State Use insights of your distributors’ preferences as they adjust the optimizer’s suggestions to train the baseline model API-First......
business needs
360-PortfolioAnalytics®
Triangulate Historical Data For Insights Evaluate historical performance top-down and bottom-up at the levels of the funds, portfolios and benchmarks Simulate Portfolio’s Future Performance Use the built-in simulation flexibility to challenge assumptions when planning for top-ups and withdrawals Run Multivariate Risk Exposure Analysis Analyse portfolio exposure from all angles, be it geography, asset or even......
business needs
360-ProVestment®
Auto-Configure Investment & Protection Advice Get straight into business by configuring advice for different sales channels, customer segments and products Offer Thematic Solutioning Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness Train From An Unbiased Slate Use insights about your distributors’ preferences as they adjust......
business needs
view solution360-Quote®
Low-Code And Fuss-Free Product Onboarding Enables easy upload of actuarial standardized/non-standardized excel file and configurable illustration templates Supports all product types with product validations, calculations, formulas and benefit illustrations Low Maintenance And High Flexibility Adapts easily to changes in actuarial excel file such as logic change and rate tables, supporting product versioning Full integration capabilities......
business needs
360-ScenarioVisualizer®
Automate 10,000 Personalized Scenarios Go for the ultimate stress-testing with the automated life triggers based on actuarial tables specific to your customer’s profile Simulate Products & Solutions Integrate with your existing quote system or 360-Quote® to simulate insurance and investment solutions to project net wealth Configure Scenarios To Explain & Cross-Sell Feel free to configure......
business needs
360-Sentiments®
Configurable Customer Segments Customer segments can be configured so that you can match them with the relevant sentiments Advanced Parameters Customization Categories can be multi-dimensionally customized to your product universe and advisors’ qualification Reality, Not Isolation Request content that offers diverse views so that you can avoid the notorious filter bubble API-First Anytime You Want Be free......
