Solution introduction
360-FactFind® is a smart data service which processes the customer’s personal profile and financial data to facilitate financial needs analysis
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 help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
