MyFinancialBuddy.com provides a Customer Relationship Management (CRM) tool to assist Advisers (Life Insurance Agents, Independent Financial Advisers, Relationship and Personal Bankers, Brokers) to better connect with their prospects and customers. It helps Advisers with their routine work and follow up with their prospects and customers and even referrals.
Customers are free to use the platform to manage their finances such as insurance policies and savings and investments and use various financial calculators and tools to determine and track their financial goals.
Adviser / Customer Needs Approach
MyFinancialBuddy.com believe that clients deserve the best and will spare no effort or cost to look after our clients’ best interest. To this end, we are proud of our “independent” status and our ability to give objective financial planning advice in Singapore and provide wide choices of services and products for the benefit of our clients.
Every client is important to MyFinancialBuddy, and financial services and products are customised to meet clients’ unique needs. MyFinancialBuddy’s planners and advisers go through a thorough analysis of clients’ needs and source carefully and extensively for suitable and competitive solutions to give good value for money. We take care of our clients’ varied financial needs.