My-Insurer launches the Wellnex White Label to help Financial Advisors to brand & digitise even further their Expertise
What if FINANCIAL ADVISOR FIRM or AGENCIES could get their very own app to manage differently their customers?
What if they could have an app with their name on both Android and iOS, with the color and a full Branding of their company?
What if they could get a Free Concierge to Serve their leads, clients and members?
An app that could publish Relevant and Impactful Content on regular basis?
An app that offer Unique & Discounted Healthcare & Lifestyle Services?
An app that also would give them the opportunity to input the insurance they purchased through an insurance wallet?
Dont search any further, Wellnex launched such capability!
Announced Matthias de Ferrieres yesterday at a talk with major Financial Advisory Firms that opted to revisit their digital roadmap and signed with Wellnex White Label.
Financial Advisor and Agencies can now opt for their very own system where they will be able to collect and protect their data. They will unlimited access of the CRM, CSM, Portfolio Management and Lead Gen! All with the normal customer service support Wellnex provides since 2020.
Advisory Firms that opt for Wellnex White Label will pay a monthly fee to have the app as mentioned earlier but also they have the guaranty that they will be able tocollect & store data safely, manage clients information, With total access and control of unlimited publications, tools that help them to do KYC/FNA or Financial Planning!
It is a first in Singapore and in Asia
Matthias de Ferrieres, CEO of Wellnex, explained that there is a growing needs for Insurance intermediaries to digitalise themselves and Incumbents are still not up to speed. Matthias de Ferrieres added that with Wellnex white label they have the opportunity to brand themselves, create a real assets for their organization, offer something different to their clients that is really relevant and differentiating.
Matthias de Ferrieres insisted that the Wellnex White Label Solution is delivered in less than 3 weeks and is confirmed to be safe, secured, compliant and foremost affordable.
"We have been able to adapt to the budget of the small agencies that cannot afford to buy a full digital platform. It cost less per month than recruiting an admin staff that will do only 1/3 of what Wellnex White Label is able to deliver" stated Regine Lai, co-founder of My-Insurer Pte Ltd, the company that hosts Wellnex. "Now, FA firms can have something personalised, with good content in line with what they do and explain to their clients. All is managed in-house with our very own concierge. Financial Advisors invite their clients and we do the rest: Book Health Consultation or Home Services, Support in case any problem arises. We are their Admin Arm for smooth and outstanding services" Regine Lai concluded.
Digitalising Financial Advisers