Client acquisition and engagement solutions to help you find new clients, and do more with those you already have
Products
iEngage
An innovative sales tool that uses content as a delivery mechanism for distributing sales ideas and promotions to clients. iEngage can potentially increase product or promotional opportunities via targeted marketing to clients.
Wealth in Asia
A digital client acquisition and engagement solution for the wealth management industry that is revolutionising how clients and wealth managers connect.
MyAdvisor
MyAdvisor gives advisors and management the tools for stronger communication and brand building. It is a one-stop dashboard for advisors to perform their day-to-day functions.
Financial learning
Inject life into traditionally unengaging financial content through personalised training programmes and digital tools.
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