Core Solution

Digital Financial Planning

Go digital and reveal a holistic life financial plan that helps your customers achieve their financial goals.

Reach your vision with Synpulse8

Consumers today are living in a highly digital age. The rapid digitalisation and global pandemic have exacerbated the need for financial services institutions to relook at their customer journey, especially in financial planning, a space that was largely untouched by digital transformation. It’s now time to digitise the financial planning journey.

The Synpulse8 digital financial planning solution revamps the traditional financial planning journey and brings it to the next generation to visualise complex financial plans in an intuitive, simple and interactive way.

Enable your customers to understand their financial needs and discover new, potential ways to achieve their financial goals.

The key pain points of financial planning:

Complexity:
The process is often too complex for non-financial savvy customers and has a lack of visualisation for customers to fully understand their financial status.
Tedious processes:
Customers are often made to complete long questionnaires, with questions that are often not considered before by customers, leading to frustration and high rates of attrition.
Disconnected journey:
With financial plans and goal tracking disconnected, it results in inaccurate projections and inappropriate financial decisions.

Bringing you the next generation of financial planning journeys

Drive your customer engagement by simplifying your processes through:

Digitalised customer journeys

Digitalise the financial planning services to enable a customer-centric journey with a holistic view of your customers’ financial status.

Simulation and illustration

Project your customers’ financial figures based on their basic information and enable the exploration of different financial options tailored to their profiles, allowing them find the products best suit to achieve their financial goals.

Ongoing tracking

Maintain a dynamic financial planning for ongoing tracking and to drive customer stickiness.