Customer Stories

Case study: Meet the financial advisor who advised a competitor

Editor’s note: Hian Ying celebrates one year as a financial advisor by upselling to an employee from a competing insurer, with the help of 360-HappiU® developed by 360F.

How did you use the financial satisfaction scoring tool, 360-HappiU®?

My company provided us a self-directed pre-advisory exercise that came with the 360-HappiU®. Since there were voucher rewards for customers who completed the exercise, I seized the opportunity and shared it with 90 prospects and customers ….