360-FactFind® is a smart data service which processes the customer’s personal profile and financial data to facilitate financial needs analysis.
Unlimited Integration Points
Support data portability such as MyInfo and SGFinDex (Singapore), PSD2 (Europe) and employers’ HR database
Smart supplementation of customer data whenever information gaps exist, to expedite preliminary analysis
Optimize the number of questions for each customer to focus on issues of maximal concern
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
Use Case Examples
& Employee Benefits
The typical customers spend at least half their waking hours at work. Their financial wellness concerns employers understand the productivity and retention benefits. Use with 360-Connect® on the HR database and 360-NeedsCalculator® to empower self-care at work.
Information aggregation is necessary but basic. Descriptive analysis is necessary but does not offer engagement insights. Use with 360-Mira® to profile the customer’s life values. Make your conversations relatable.
Unleash Richer Experience!
Combine 360-FactFind® with other 360F API services. For example, use with 360-NeedsCalculator® and 360-ProVestment® to enable a straight-through advisory that is in the customer’s best-interest and revenue-generating for the advisor.