A holistic planning application for financial planners and customers to collaborate
A long-term savings and pensions “next best product” finder for clients and tied agents
An AI-powered human avatar that provides financial guidance to customers
A playful financial coaching app for career starters, with access to live human coaches
A D2C retirement readiness guidance app leading into pension consolidation
A customer acquisition app for term life and disability insurance – both D2C and agent-led
A holistic retirement planning and advice app across wealth, life and health planning
An advisor-client app that identifies the “next best retirement strategy” for the client
A D2C financial coach for 45-55 year olds balancing aging parents and children
A mobile banking app to help clients choose suitable savings and investments products
A holistic financial planning app for advisor-client use, with CRM integration
A D2C mobile app to atract and engage younger mass-affluent & affluent customers
A goals-based financial planning module, fully integrated into HBSC’s mobile banking app
A rich collaborative, fully-integrated financial planning experience for advisors and clients
An in-branch app to generate leads from affluent customers with complex needs
A gamified goals-based financial planning app for younger mass-affluent customers
A financial coaching concept for pension plan members with 10 years of retirement
A replacement-income modeller to help drive near-retirement pension consolidation
A goals-based financial planning app concept with a personal human advisor
A holistic financial planning app for advisors, with detailed life and health risk modelling
An in-branch app to generate cross-product leads from younger mass-affluent customers
A D2C mobile app to help plan members within 10 years of retirement plan and prepare
A comprehensive, visually stunning suite of apps for advisor-client collaboration
A simple cash-flow based step-by-step guide to financial knowledge and well-being
A holistic financial planning app for use by clients and advisors, featuring AMP products