Technology
Achieve Double the Productivity, Half the Workload
with Our Digital Tools
Your entire sales process and journey as a practitioner powered with our digital capabilities and support system.
Your Experiential Digital Journey with Us
Training & Development
Stay informed with the latest market news, product strategies, insurer updates and training material —all at your fingertips.
finAccess, nexus
Branding & Lead Generation
Harness the power of finexis’s consumer app to reach a broader audience, attract new clients, and establish yourself as a trusted financial consultant.
Merlin, finConnect
Conversion
Uncover new opportunities with prospects and existing clients, adding value at every step. Maximize client engagement with our in-house illustration and comparison tools, delivering impactful presentations that drive higher-value deals.
Merlin, finConnect
Client Engagement & Retention
Effortlessly maintain strong relationships with prospects and clients. Access company engagement materials and automate personalized touchpoints with our in-house email engine.
Merlin, finConnect
Administrative
Quick and easy case submission process with our e-submission tool, fully integrated with our insurers and in-house CRM. Track your production on the go.
Merlin, finConnect
Digital Capability on your fingertips
- One-stop portal for all information you need, including product comparison, portfolio strategies, and automated forms submission
- Find all information you need about your business, such as your payslips, your production numbers, product competency training, and case submission documents
- An all-in-one app for your clients to consolidate their insurance policies and investment portfolios, track their financial progress, and access exclusive promotions.
- Leverage this platform to strengthen your personal brand and maintain ongoing engagement with your clients and prospects
- Merlin, built on the Pareto principle, is an all-in-one platform designed to help you achieve 80% of your results with just 20% of your efforts—allowing you focus on what truly drives impact.
- Streamline your operations with Merlin CRM
- Uncover new lead opportunities with Merlin Insights
- Optimize appointments and increase budgets with Merlin Investment – Illustrator and Dream Manager
- Automate client touchpoints with Merlin Client Service Matrix
- Improve your time management with Merlin Planner
- Stay productive on the go with Merlin Chatbot – the first-ever financial advisory chatbot powered by ChatGPT
- Discover and compare life insurance and home loan products in just a few clicks. Partnered with a mortgage broker, you have the support you need to serve your clients effectively.
- Submit your case in just 16 minutes! Easily retrieve your client’s data with Myinfo and get product quotations through our insurer integration.
- You can also pull your client’s personal and financial details from Merlin CRM, saving you 15 minutes of your time!
- An online tool for General Insurance quotations and comparisons
- Serves as a centralized platform compiling a comprehensive list of insurance quotes and plans
- Empowers individuals to make well-informed decisions when purchasing insurance
- Provides real-time quotations from more than 17 insurers on one platform
- Generates quotations swiftly with just a few clicks and basic details
- Eliminates the need for tedious paperwork and lengthy waits
- Allows quotes to be generated within seconds