Join the New Era of Digital Financial Advisory Whether you’re an independent advisor or part of a larger firm, My-insurer provides a powerful suite of tools to help you succeed in the digital age. From secure client management to automated marketing and now fully dynamic personal websites with testimonial integration, the platform is your one-stop solution for growth. Getting started with your personalized website and testimonial module is as easy as logging in. In just ten minutes, you can go live with:
New: Real-Time Testimonial Collection In a standout upgrade to the platform, My-insurer now enables advisors to collect and manage client testimonials directly through their apps and websites. This feature is designed with ease, credibility, and compliance in mind. Clients can submit testimonials with just a few clicks. Advisors are notified immediately, and have full moderation rights—if a testimonial doesn’t fit, it can be removed on the spot. All feedback is tagged to a real client account, ensuring authenticity and trustworthiness. My-insurer is a leading digital platform for financial advisors in Southeast Asia, offering tools for client management, marketing, and compliance. Its latest innovation allows advisors to easily create a personalized website in just 10 minutes—complete with customizable branding, dynamic content, and a real-time testimonial collection feature.
Advisors can collect verified client feedback directly through their apps and websites, building credibility and trust online. The process is simple, secure, and fully integrated. CEO Matthias de Ferrieres emphasizes that social proof is essential and should be accessible to every advisor, which is why the feature is offered for free. With these enhancements, My-insurer provides a complete, user-friendly digital presence that helps advisors grow their business and reputation with ease. Comments are closed.
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my insurerDigitalising Financial Advisers Archives
July 2025
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