Business Problem and Solution
- Our customer wanted an efficient way to unite information for consumers on a single dashboard.
- This information would allow them to manage investments, Insurance and also plan their succession in any unfortunate event
- Financial planning and centralizing of information was key
Benefits
- Financial health dashboard
- Stock Information
- Buy/Sell Mutual Funds
- Buy
- Life Insurance
- Motor Insurance
- Health Insurance
- Credit Score
- Financial Fitness
- Loan
- Home
- Personal
- Expres
- Beyond Life Services
- E-vault to digitize documents
- Upload Wishlist video/audio/letter for nominee