Bionic Monetary Advisory, a pioneering planning service, combines human and mechanical components for in depth monetary planning.
As society quickly evolves and strikes into the longer term, one of the important roles of know-how embody simplifying and bettering the lives of individuals by means of problem-solving capacities and handy options.
Subsequently, Singapore Enterprise Evaluate (SBR) recognises the accomplishments of ventures that concentrate on the fulfilment of this function by means of their trailblazing merchandise, providers and techniques. A notable roster of winners has been hailed within the SBR Expertise Excellence Awards 2020 for the excellence and innovation, success and affect in addition to vigor of their work.
As Singapore’s first bionic monetary adviser, MoneyOwl Pte Ltd is powered by its mission to produce planning providers that continually meet their clientele’s wants by combining the most effective of each worlds: people and know-how. It has redefined monetary planning by seamlessly integrating know-how to complicated monetary models with out forsaking accuracy, comfort in addition to the non-public and emotional facets which can be tied along with dealing with financial property.
The inclusive monetary planning service covers a digital journey and a face-to-face session. Delivered by means of the joint efforts of absolutely employed advisers and MAS Expertise Danger Administration compliant know-how options, this all-inclusive monetary planning service covers monetary well being, insurance coverage planning, property planning, funding advisory and a retirement withdrawal system integrating CPF LIFE, Singapore’s nationwide annuity scheme.
MoneyOwl has hit many firsts within the business. It’s Singapore’s first insurance coverage comparator that has provided half 1,000,000 insurance coverage quotes as of writing. It is usually the primary monetary adviser to offer on-line will-writing service.
Apart from this, MoneyOwl is the primary monetary advisory funding platform that allows straight-through funding account institution, which spans compliance clearance and setup with SingPass and MyInfo. This ensures that the account is prepared for funding in six minutes.
It is usually the primary and solely ISO27001-certified monetary advisory platform. This ensures safety for the corporate’s info property equivalent to monetary info in addition to information trusted by exterior events.
When availing this service, shoppers are required and requested to fill in an software that equips MoneyOwl with as a lot important info as they’ll obtain with the intention to present a bespoke and befitting motion plan that caters to the shopper’s monetary planning wants.
As soon as this has been analysed, MoneyOwl will electronic mail their complete monetary plan report and arrange an appointment for the two-hour session. The report covers a personalised monetary well being verify, safety wants evaluation, and attainment of retirement and training targets.
Afterwards, a MoneyOwl adviser will meet with shoppers to debate the report, make clear the evaluation, set targets, and additional individualise the offered monetary plan. The adviser will even suggest fit-for-purpose low value merchandise the shopper can take into account and to implement for them, if she or he chooses to.
The method doesn’t cease there, since MoneyOwl will continually remind shoppers that the monetary course of is an ongoing voyage and can encourage them to revisit their plans a minimum of annually.
Leveraging superior know-how, MoneyOwl fuses a number of monetary facets and gives shoppers extra. By way of the platform, they can purchase a strong monetary well being verify, an evaluation of their safety wants, a plan to attain youngsters’s training, a verify on their retirement or monetary independence targets in addition to an intricate examination of nationwide schemes equivalent to CPF.
The Expertise Excellence Awards, introduced by Singapore Enterprise Evaluate, was held through video conferencing all through the primary and third week of June.
This yr’s nominations have been judged by a panel consisting of Daryl Pereira, Head of Cyber at KPMG; Cheang Wai Keat, Head of Advisory Providers in Singapore and ASEAN Expertise Consulting Chief at Ernst & Younger; Chin Chee Choon, Advisory Chief and Assurance Director at Nexia TS; Rizwi Wun, Associate, Performing Head of Mental Property and Expertise Apply Group at RHTLaw Asia; Carolyn Chin-Parry, Managing Director and Digital Accelerator Chief at PwC.
If you need to hitch the 2021 awards and be acclaimed in your firm’s distinctive technological improvements, please electronic mail Julie Anne Nuñez at email@example.com