Building good relationships with customers and leads should be every business’ priority. If Financial Advisors want to succeed, it is imperative to treat them more than just a sales opportunity. My-insurer has done a survey to its 1,015 Financial Advisors and here are the results on why having a CRM is critical for Financial Advisors business 1. Store all your information Financial Advisors may not necessarily remember a customer from one year ago. Their staff or admin executives may not know the other customers that your staff interacted with. With CRM, Financial Advisors can collect and retain their customers’ information all in one place, making it a powerful tool. What they said is that will Wellnex, Financial Advisors can view all clients’ basic information, chat messages, ongoing promotions and campaigns all in one platform. Not only does this improve efficiency, it also enables Financial Advisors to create a better experience for their customers. 2. Improve communication CRMs enable Financial Advisors to segment their marketing posts, helping them to tailor offers and messages to each audience. This makes communication with Financial Advisors audience more effective, which give to everyone a a better experience ! Wellnex has various tools built for effective communication, such as segmenting posts based on birthdays, which is an important and special occasion that Financial Advisors do not miss! 3. Better client retention The Wellnex CRM system help Financial Advisors sustain their clients by encouraging them to keep patronising them. This can be in the form of a rewards program, email, or even follow-ups. After all, it is easier to keep an existing, satisfied customer than to acquire a new one! By incentivizing their customers to keep coming back to Financial Advisors, they also have a stable stream of income. 4. Easier data compliance Wellnex is one of the 36 companies in Singapore that is DPTM certified by IMDA which create confidence in data management for Financial Advisors. . PDPA is important as it protects the personal data of individuals while enabling companies to collect, use and disclose these information for reasonable purposes. As a small company, Financial Advisors may run the risk of a data breach if they collect data on your own, and a small mistake can be very costly. Hence, it is much more cost efficient to leverage on a CRM that is trustworthy and DPTM certified, like Wellnex. WELLNEX releases its new video introducing and showing what the WELLNEX app is all about. The product team believed to have achieved the app and does not expect the services, the design, the benefits to evolve much in the coming months. After 2 years of research and development, Wellnex is ready to scale up and reallocates its budget into marketing and expansion overseas says Matthias de Ferrieres, CEO of My-Insurer Pte Ltd, the startup that own Wellnex. More to come as it seems! Yet the Communication team is proud to publish this video to illustrate and market the power of Wellnex. WELLNEX IS A FREE CONCIERGE DEDICATED TO HEALTHCARE, LIFESTYLE, WELLNESS & HOME SERVICES - By invitation only! MEMBERS EXPERIENCE AFFORDABLE & RELIABLE HEALTHCARE SERVICES! Priority Queue - Free Concierge - Exclusive prices on Outpatient, Dental, Specialist, Optical, & Health Screening Services. THEY ENJOY QUALITY HOME SERVICES Free Concierge for Booking, Delivery, Price & Quality Control. THEY ACCESS TO EXCLUSIVE WELLNESS, FITNESS & LIFESTYLE BENEFITS! 1 for 1, Up to 40% discount, Free Birthday Treat, Complimentary Gifts, Welcome Goodies. and more! Dr. Matthias de Ferrieres, Ceo of My-Insurer Pte Ltd has been featured by TDI (The Digital Insurer), the leading platform for Insurance digitisation and transformation. Matthias de Ferrieres has been a contributor of TDI acadamy where he introduces the importance of digitilisation of the insurance distribution in a series of master classes dedicated to Financial Advisors and Insurance intermediaries. Matthias de Ferrieres introduced himself as an expert in the insurance field with more than 20 years worth of experience in Asia. Matthias de Ferrieres believes that the insurance digitalisation is and remains a big challenge as Incumbents have difficulties to embrace changes! Yet and despite the digital preissure, insurance companies have difficulties to adapt to the customer demands and prefer to stay put rather than partnering with Insurtechs or start-ups that have the know how and willingness to contribute to their transformation. Matthias de Ferrieres ends the video with a surprise and touching news worth to watch. We have deployed our latest feature that helps our Financial Advisors to onboard Companies, Groups or Communities in one click. The Financial Advisor can simply initiate a QR code or URL link and pass it to an organisation for them to join Wellnex App in less than a minute. Each and every employees, or members will join as a user and will be automatically attached to the Financial Advisor and the Company created! At any time the Financial Advisor will be able to monitor how many, and who joined Wellnex from the Company. The Financial Advisor will also be able to see the profile of the employees or members and segment its publication specific to the company or group. This is unique and extremely useful and convenient, as the Financial Advisor can organize and optimize its communication specifically to that group! With the objective to show case with honesty our performance, My-Insurer Pte Ltd takes pride to share every month its numbers. Here are the results for the month of December 2021: Overall we had a drop in numbers with slightly less new members, less Financial Advisors joining in and less usage of the app.
Other metrics for this month to consider:
My-insurer is proud to announce the launch of its home service. In the spirit of expanding constantly its overall services for its members, My-insurer has partnered with a series of Home Service providers such as:
My-insurer and Wellnex decided not to put all the merchant list but rather focuses on the Concierge services. Most of the time, people are confused and do not know who they should rely on with each and every merchants claiming the best price and best service. Wellnex concierge will guarantee what a Concierge commit to:
How can it commit to such key pillars? Simply because Wellnex team screens on regular basis all the merchants and will keep the best only. Wellnex team will also seek for feed-back after services: - Responsiveness: Availability for booking and clarity of interaction - Delivery: On Time, On Budget, On Scope - Soft Skills: Kindness, Empathy, Sympathy - Payment facility: Member will pay directly the Merchant / how easy will it be done. Wellnex team will rate and only keep the best! Of course, such concierge service will be provided for Free. They will just need to go to "Services" in the app and tap on "Free Concierge" to get the service done!
So Wellnex members do not need to search further but rely on Wellnex Concierge to find the most suitable service and provider to fix, restore, maintain or renovate or change their Home! With the objective to show case with honesty our performance, My-Insurer Pte Ltd takes pride to share every month its numbers. Here are the results for the month of November: Overall we had a drop in numbers with slightly less new members, less Financial Advisors joining in and less usage of the app.
Other metrics for this month to consider:
In the world of start-ups and especially in Insurtechs, very few agree to share their data:
Here below the profile of our members that have visited our app at least once a month! Wellnex has signed a partnership with RedBrick to offer more to both his Financial Advisors and its members. RedBrick Mortgage Advisory is the largest independent mortgage advisory firm that provides unbiased advisory from loans selection to home protection. Financial Advisors that will refer their members, leads or clients to RedBrick advisors will receive a referral fee while insuring that their clients will receive a proper, neutral and appropriate advice on what is best for their house. RedBrick Mortgage Advisory is an independent advisory working with 16 banks and financial institutions in Singapore. Leveraging their strong relationships with 16 lenders in Singapore, RedBrick Mortgage Advisory has achieved an excellent track record of financing: More than 25,000 properties so far. My Insurer and its platform Wellnex wants to expand its offers to help its members get the right products and services when it comes to managing its financial and savings! The Wellnex team is confident that with RedBrick, there will be an unbiased advice provided to its Wellnex Members! It is also confident that it helps the Financial Advisors makes extra money by referring their clients to appropriate service providers like RedBrick! Any Financial Advisors willing to work with RedBrick can contact us at anytime! They will able to receive a referral fee on any revenue generated thanks to their referral! Time to connect with us. RedBrick is a local broker that understand how stressful it can be to plan to buy a home! After all, who wouldn’t want complete certainty in such massive financial decisions? Now, sure, mortgage loans with financing options can help turn those investment plans into a reality, but navigating expenses like interest costs can be tough, no matter how many times you’ve done it. They understand that people that want to buy a house, a first one or another one need to get a mortgage advisory that’s working for the right interest, not the bank’s—a team that can strip away all the jargon and give you unbiased, unfiltered advice on matters like loan selection and home protection. They know that they need people by the side that will help constantly keep those tricky interest costs in check, so that home buyer can achieve greater savings. WELLNEX expands its panel of Clinics! After 2 years with Fullerton Health that helps make WELLNEX what it is today, it is time to grow the panel of clinics and open to additional specialties. WELLNEX is very proud to be working with SMG and Ascent, a leading group of clinics for Ear, Nose and Throat! We also welcome Luminous Dental Group, Astra Women specialist clinics, and many others! It makes WELLNEX the leading independent platform that offers affordable healthcare services from quality clinics! WELLNEX signed with Singapore Medical Group Limited to expand its panel of Clinics and increase its Clinic specialty capabilities. Incorporated in 2005, Singapore Medical Group (SMG) is a private specialist healthcare provider with a network of 24 specialities. The Group is committed to its promise of providing patient-centered medical care and experience to every individual. Wellnex signed also with with ASCENT, a Ear Nose Throat Specialist, the first ENT group in Singapore.
The vision of its founding members Dr Elliot Eng, Dr Leong Jern-Lin and Dr Ignatius Mark, was to build an ENT group is to provide the highest standard of ENT care in Singapore and the region. Today, ASCENT ENT is served by 6 doctors covering the main subspecialties in ENT – Otology, Rhinology, Laryngology, Sleep Medicine & Surgery, and Paediatric ENT. Each of our doctors has undergone internationally-recognised fellowship training in their respective fields after completing ENT specialist training in Singapore. Working together, we strive to provide excellence in general and subspecialty ENT Care. |
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April 2024
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