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Finalyst: Trying to Help Agents Improve Conversion and Relationship Management
42 mins
·
10:00, 15 Apr 2024
·
Recommended
10 mins
30 mins
Guest: Casper Foo, Co-Founder, Finalyst, TJ Tee, Co-Founder, Finalyst
Malaysian startup Finalyst wants to help financial planners, insurance agents, and unit trust consultants improve sales conversions and better manage their relationships with clients through their financial planning platform.
With a focus on simplicity, Finalyst says that the platform supports industry players by providing personalised financial plans. That said, this isn’t the first or only product in the market to try and address this. So what makes them stand out from other solutions already in the market or will shield them from better funded players who come in later?
We explore this and much more in this episode of Open For Business. We also get into Finalyst’ origins, the team behind it, how they built Finalyst, and ambitions ahead.
Presenter: Roshan Kanesan
Producer: Roshan Kanesan
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Finalyst: Trying to Help Agents Improve Conversion and Relationship Management
42 mins
·
10:00, 15 Apr 2024
Guest: Casper Foo, Co-Founder, Finalyst, TJ Tee, Co-Founder, Finalyst
Malaysian startup Finalyst wants to help financial planners, insurance agents, and unit trust consultants improve sales conversions and better manage their relationships with clients through their financial planning platform.
With a focus on simplicity, Finalyst says that the platform supports industry players by providing personalised financial plans. That said, this isn’t the first or only product in the market to try and address this. So what makes them stand out from other solutions already in the market or will shield them from better funded players who come in later?
We explore this and much more in this episode of Open For Business. We also get into Finalyst’ origins, the team behind it, how they built Finalyst, and ambitions ahead.
Presenter: Roshan Kanesan
Producer: Roshan Kanesan
Share:
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