A typical financial consultant can’t escape from spending the time and effort to plough through the voluminous paperwork. Filling forms, applying for approval, compliance checks, getting signatures and all that mean time away from focusing on, listening to, and being present for more people you could have helped make a difference to.
At Financial Alliance, it’s different.
The Electronic Financial Compass (eFC) system, developed in-house at Financial Alliance (like its many other sysems), are developed for consultants with clients’ experience in mind.
eFC serves as an enabler which overcomes geographical distance and time constraint.
Everything administrative – from extracting and transferring client data, opening new cases, updating cases, accessing latest product information, submission, approval, e-signing, submission checklists to performance tracking and helpdesk support – is all encompassed in one constantly updated system that’s readily available on any laptop or mobile device. That means greatly reduced waiting times, less room for human error, and way faster and more efficient handling of “all the admin” during the fulfilment process.
And the cherry on top?
This support is provided at the company level, which means there is no cost to you to develop or maintain this system. You simply get to do more of what you do best – making a difference to real people, real lives.
Jonathan is a Chartered Financial Consultant with more than 17 years’ experience in the financial industry, He is an advocate of purposeful financial planning for young working professionals in Singapore to reclaim financial and time freedom over the really important things in life – relationships, aspirations, dreams, and dignity – by arranging available financial resources to around them.
His corporate role as a product and project manager involves overseeing a dynamic team responsible for developing and maintaining digital advisory support tools and fee-based financial advisory support for more than 400 financial planning practitioners.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策