Ever since the onset of the global pandemic, all industries including financial advisory has had to adapt and evolve rapidly.
For example, face-to-face interaction is becoming less convenient.
Hence, financial advisers need to become digitally savvy quickly.
In this regard, Financial Alliance was an early leader in digital transformation since 2005 with the launch of iBOSS Client Management System.
After 17 years of systems development and continuous improvement, Financial Alliance released its fully integrated *ACSIS Eco-system to its financial adviser community in early 2022.
In addition, consumers are becoming increasingly sophisticated and self-educated.
Today, through the internet, they are able to directly review and evaluate financial and wealth accumulation solutions.
To this end, being the largest IFA firm in Singapore, Financial Alliance with its wide selection of financial and wealth accumulation products, is poised to meet the needs of this segment of consumers.
*ACSIS Eco-system – Acquire, Connect & Convert, Solution Implementation, and Servicing
Financial Alliance’s ACSIS Eco-system comprises a multi-step approach to generate leads. Among them are “ELEVATE” and “ENGAGE”.
“ENGAGE” is our very own Consultant Personal Web Portal which helps to increase your visibility and outreach in cyberspace.
The “ELEVATE Learn & Grow Series” equip our Consultants with the knowledge and toolsets to succeed in the hybrid world. Our Inhouse Learning & Development Training Program on Digital Marketing is a cornerstone of the Series.
The “ELEVATE Webinar Series” comprises webinars by our inhouse experts and financial practitioners. They boost our clients’ financial literacy and increase their financial capability. Webinars have been adopted as a form of digital engagement with our clients and a lead generation strategy since the start of pandemic. We have since attracted over 10,000 attendees.
Having access to over 1,000 solutions, you can offer comprehensive financial plans to your clients.
If you would like to be regarded as a financial consultant who is impartial in dispensing financial advice, then perhaps an independent financial advisory firm like Financial Alliance will be the place you can thrive in.
LIME – Life Insurance Business Made Easy, a proprietary portal within the ACSIS Eco-system that organizes all the life insurance products in an orderly manner to help consultants find suitable products that fit clients’ needs. All the life insurance products that we carry are carefully categorised in different plan types for meaningful comparison. With just a few clicks, consultants will have a product comparison summary at their disposal.
According to Monetary Authority of Singapore’s (“MAS”) strict guidelines, FA firms can only use the term “independent” to describe itself and its services if:
It does not receive any commission or other benefit from a product provider which may create product bias and does not pay any commission to or confer other benefit upon its representatives which may create product bias.
It operates free from any direct or indirect restriction relating to any investment product which is recommended.
It operates without any conflict of interest created by any connection to or association with any product provider.
Explore the future-proofed success eco-system with the Largest IFA Firm in Singapore
Join our short 2-hour session to learn first-hand how our consultants find success through us, and how YOU can accomplish the same.
Future-proof your Financial Advisory Career in the Digital World.
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Founder’s Insight in building a successful financial advisory practice in the Digital Era
How the ACSIS Eco-system transforms our Financial Consultants in the next leap of their Financial Advisory Career
A sneak peek of our Digital Tools in the ACSIS Eco-system
Vincent has 32 years of experience in the financial services industry. He took a major leap in 2002 to transform Financial Alliance from scratch to become one of the most innovative, widely respected and well-balanced Independent Financial Advisory (“IFA”) firms in Singapore today.
In these 20 years, as the CEO and Principal Officer of Financial Alliance, Vincent has devoted his efforts to develop the company as an IFA firm that empowers financial consultants to offer unbiased and independent financial advice. Starting with 5 financial consultants back in 2002, Financial Alliance is now a leading IFA firm with more than 400 financial consultants and support staff.
Vincent is an active Exco member of the Association of Financial Advisers Singapore (“AFAS”). He was Vice President of AFAS from 2011 to 2013, and President for two terms from 2013 to 2017. Throughout these years, Vincent has actively helped the industry implement regulatory changes and institute relevant industry practices. As a key industry leader, Vincent engages the Monetary Authority of Singapore (“MAS”) regularly and is pivotal in raising Singapore’s financial advisory industry to the level it is today.
Tang has been involved in the financial services industry in Malaysia and Singapore since 1995. He has vast experience working with leading financial advisory firms in Malaysia, Singapore, and Australia in the Independent financial advisory (IFA) model. Tang is based in Singapore and currently the Head of Business Development of Financial Alliance Singapore responsible for the revenue growth of the company. He also successfully launched FA Advisory Sdn Bhd in 2014 and has been appointed to the board of directors since then.
Tony is married to ONE wife and has three adult children. He has been in the financial advisory business for more than 30 years playing roles such as CEO, Director for Operation & Training. He holds the designation of Chartered Financial Consultant, Chartered Mortgage Analyst and an Associate of Estate Planning Practitioner. He is a NeverTiree. He started running marathon at age 50 and has since completed 13 full marathons.
Check out 4 of many success stories in Financial Alliance
I chose to join Financial Alliance so that I can offer a comprehensive suite of financial solutions to my clients.
When the Pandemic hit, I appreciate Financial Alliance’s robust IT systems and strong Backoffice support which allows us to conduct our business safely and effectively. The system has made applications and business transactions seamless during the pandemic.
I chose to join Financial Alliance so as to provide independent advice and tailor-made financial solutions for clients at their pace instead of chasing KPIs in the corporate world is why I chose this industry.
In Financial Alliance, she found the perfect nurturing environment to learn meaning new skills i.e. Digital Marketing.
Introverted, introspective and inexperienced, Melissa took a big leap of faith to join the financial advisory industry. Driven by her sheer will to dive deep into financial planning to benefit her family and friends, she forged a successful career for herself within a few short years.
Our company is like a big family where consultants are always willing to share their expertise with one another. This has sped up my learning curve and caused her to have breakthrough in the last 5 years.
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