In today's fast-moving digital world, financial advisors need more than just traditional tools to succeed. Trust, visibility, and personalization have become critical in an industry where relationships matter more than ever. That’s why My-Insurer, Southeast Asia’s premier InsurTech platform, continues to innovate—now offering a streamlined way for financial advisors to establish a strong digital presence, connect with clients, and grow their brand. At its heart, My-insurer is a comprehensive digital platform designed specifically for insurance and financial professionals. It enables users to manage clients, automate marketing, track leads, handle appointments, and stay compliant—all from a mobile or desktop interface. However, the platform has now expanded its capabilities even further with the introduction of a fully integrated website builder and a testimonial collection system that’s built directly into each advisor’s environment. The newly launched personalized website feature allows every advisor to create their own branded site within minutes. Without the need for coding or external services, advisors can choose their URL, define their color scheme, add a biography and profile photo, and customize content to reflect their personal or business identity. This dynamic website becomes the advisor’s digital storefront, offering clients a seamless way to learn more, make contact, explore services, and engage with content. What sets this solution apart is its flexibility and simplicity. Advisors can update their content at any time, post articles and photos with no storage limits, and even opt-in for My-insurer to publish news and offers on their behalf. The experience is intuitive, quick to deploy, and entirely integrated into the advisor’s existing workflow. One of the most significant recent enhancements is the introduction of a real-time testimonial collection feature. This function allows advisors to invite their clients to leave feedback through the app or website in just a few clicks. Once submitted, the advisor receives an immediate notification and retains full control over which testimonials are published. The process ensures that each piece of feedback is tied to a verified client, enhancing authenticity and boosting credibility. The importance of testimonials cannot be overstated. In a competitive and trust-sensitive profession like financial advisory, word-of-mouth and client feedback carry enormous weight. According to Matthias de Ferrieres, CEO of My-Insurer, “We’ve seen that more than 80 percent of policyholders trust an advisor more when they can read what others have to say about them.” He emphasizes that this new feature is not just an upgrade—it’s an essential tool for success in today’s digital economy. De Ferrieres also explains the company's motivation behind offering this feature at no extra cost: “We didn’t want price to be a barrier. Social proof should be a right, not a luxury. Every advisor, whether new or experienced, deserves to show the value they deliver.” Getting started is remarkably easy. In just ten minutes, advisors can launch a live website with their unique URL, personalized branding, and fully functioning testimonial wall. The platform also allows for the inclusion of useful tools such as booking systems, product information, and external resources—all built into a responsive, mobile-friendly layout. There is no need for third-party web services, plugins, or complex tech knowledge. My-Insurer handles all the backend infrastructure, including hosting, updates, and data security. With this latest evolution, My-insurer cements its position as more than a CRM or marketing tool. It is now a full-scale digital infrastructure tailored to the needs of modern financial advisors. Whether managing client relationships, showcasing expertise through blogs, or building trust through verified testimonials, advisors now have everything they need in one place. For advisors across Singapore, Malaysia, Indonesia, and the Philippines, the platform represents an opportunity to stand out, scale efficiently, and build lasting client relationships in a digital-first world. To learn more or to activate your personalized website and testimonial tools, visit https://my-insurer.net. What’s Included in Your Personalized WebsiteEvery advisor can now build their own branded website directly through the My-insurer interface. The process is remarkably simple. You choose your URL, pick a color scheme, upload your bio and profile picture, and select your key functionalities. In minutes, you have a live, mobile-responsive site that acts as your digital storefront.
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my insurerDigitalising Financial Advisers Archives
June 2025
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