360F launches 360-NeedsProfiler with Zurich Middle East
Our heartiest congratulations to Zurich Middle East for launching the first digital D2C proposition in just 4 weeks! 360F partnered Zurich throughout from start to end of this ambitious journey. Albeit the need for remote delivery across at least three time zones, the 360F team remained steadfast in its standards, innovation and delivery.
It was definitely exciting for the 360F team to be integrating not only our very own 360-NeedsProfiler but also with a variety of partners for a whole suite of new services, including a new strategic pricing component, all on a state-of-the-art technology stack!
The 360-NeedsProfiler is an actuarial-based D2C engagement tool to raise customer’s needs awareness and readiness to purchase. The data intelligence give sales reps the contextual guidance to cross- and up-sell. After all, data is indeed the new oil.
360F in WealthTech 100
360F is pleased to be recognized as the next generation of solution providers for wealth and asset management, private banking and financial advisory. Organized by Fintech Global, the 2020 annual list of the most innovative WealthTech companies is evaluated by industry experts and analysts for their market potential, likelihood of success to create a lasting impact on the industry. See full list here: https://fintech.global/wealthtech100/
360F-AAN Roundtable: Trust in Financial Advisory
Industry veterans came together to share ideas how consumer trust in the financial advisory industry can be substantially improved.
The session was moderated by 360F, with support from Asia Advisers Network.
In the midst of the Covid-19 situation, the financial adviser’s job becomes more challenging and important than ever. Professionalism shines through tough times which advisers can take the opportunity to nurture trust with their prospects and customers.
Hence it is coincidentally timely that during this period, 360F, with support from Asia Advisers Network, gathered industry veterans and moderated the roundtable on consumer trust in the financial advisory industry. Solutions from training and development, technology innovations and personal attitudinal angles were debated over.
360F also offered a sneak preview of the 360-HappinessScore, a module to help customers trust advisers with confidence.
A white paper will be released by end of this quarter.