BFM 89.9

HIGHLIGHTS 
Podcast  >  Enterprise  >  Open For Business  >  Finalyst: Trying to Help Agents Improve Conversion and Relationship Management

Finalyst: Trying to Help Agents Improve Conversion and Relationship Management

Casper Foo, Co-Founder, Finalyst | TJ Tee, Co-Founder, Finalyst

15-Apr-24 10:00

Finalyst: Trying to Help Agents Improve Conversion and Relationship Management

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.

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketstechnologyfinancial wellnessinvestments

Tags:  financial planningfinancial healthtechnologyinvestment





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



11:00 AM

A Bit of Culture (REPEAT)

The Hubris of the 90s; Kam Raslan | Julian Yap | Hafiz Noor Shams

12:00 PM

I Love KL (REPEAT)

Wooden You Like To Learn Woodworking?; Loh Jon Ming, Co-founder, KitaBina

1:00 PM

Best of Enterprise (REPEAT)

Withholding Tax: The What, The Complex, and The Ugly; Thanneermalai, Managing Director, Thannees Tax Consulting Services

2:00 PM

Popcorn Culture (REPEAT)

Throwback: Clue

3:00 PM

GGWP (REPEAT)

Impressions - Stellar Blade; Najman Maliki

4:00 PM

Pick Of The Pops Ep544

6:00 PM

The Pulse (REPEAT)

Pulse Picks

7:00 PM

Dire Straits Special