360F - Advisory Revised
For Financial Advice
and self-evidently the best
360F partners institutions to deliver the best financial solutioning in their life insurance and wealth management advisory.
MODULES AND SERVICES
We have a variety of API-first microservices that enable a robo-assisted advisory journey throughout the customer lifetime, from awareness to advocacy and repeated purchase. See overview here.
360F is a highly committed and valued innovation partner of Zurich Insurance. Their technological expertise, entrepreneurial spirit and divergent thinking is helping us achieve our ambition to disrupt legacy insurance rational and behaviour. When we embarked on an ambitious goal to build a new digital D2C product in 4 weeks, 360F were with us from start to finish. Working with a variety of partners across 3 time zones, 360F have helped us integrate a completely new suite of services ranging from their own 360-NeedsProfiler, 3rd party Digital ID&V and Payment Gateway solutions, right through to creating a new strategic product pricing component for Zurich, on a state of the art technology stack. 360F have consistently delivered as promised, holding themselves to the highest standards. We are looking forward to more co-development with 360F as they help us reimagine our value proposition and deliver for our customers in a very different future.
360-ProVestment enables my clients and I to have enjoyable and productive discussions. Instead of handling objections, I get to discuss with my clients the engine-generated solution and can show them instantly the impact of their preferences on their holistic financial outcome. As the recommendations have been exhaustively stress-tested, my clients feel assured to make their purchase decisions swiftly
360F provides a long-needed connection between decision theory and the financial practice. One novelty is the use of recent behavioural insights. It leads to a much more realistic understanding of clients and thus optimal financial advice.