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