2. DIGITALISE – BOOST – PROTECT YOUR BUSINESS
45 MODULES IN 1 TOOL
MAS – LIA – FINTECH TOTAL COMPLIANCE

3. THE FIRST & ONLY FINTECH
DPTM CERTIFIED
THE HIGHEST ISO DATA PROTECTION CERTIFICATION IN SINGAPORE DELIVERED BY THE IMDA

4. REWARD YOUR LEADS/CLIENTS AND THEIR DEPENDENTS
FREE TIMELESS MEMBERSHIP
THE FIRST ONE OF ITS KIND IN SINGAPORE

7. THE MOST AFFORDABLE
MEDICAL SERVICES
DENTAL – GP – SP – HEALTHSCREENING - TELECONSULTATION

10. F&B – WELLNESS – FITNESS – LIFESTYLE- HEALTHCARE OFFERINGS
OVER 40 MERCHANTS
DISCOUNT & PROMOTIONS WITH

12. O U R H E A LT H
N E T W O R K
O U R E W A L L E T
I N T E G R AT E D
O U R N E W S
F E E D
O U R G Y M
C E N T E R
O U R T C M

14. GIVE THEM A DIGITAL INSURANCE WALLET
ADD/EDIT & SHARE POLICIES
WITH YOU

16. ASK FOR INSURANCE, RECEIVE DOCUMENTS, REVIEW THEIR PORTFOLIO,
STAY IN TOUCH WITH FINANCIAL ADVISORS
THEY HAVE ACCESS TO PUBLICATIONS - NEWS AND PROMOTIONS

17. YOU ARE
A FINANCIAL ADVISOR
WORK EFFICIENTLY AND DIGITALIZE YOUR BUSINESS

18. CRM - CUSTOMER JOURNEY & DATA CONTROL
COLLECT – ADVICE – SELL – NURTURE - PROTECT
AT YOUR FINGERTIPS

19. 4 DIGITAL TOOLS FOR YOUR
LEAD GENERATION
WITH 51 DATA POINTS COLLECTED IN 5 MNS

22. PERSONALIZED AND INTEGRATED WITH
FACEBOOK – WHATSAPP – LINKEDIN - EMAIL
UNIQUE QR CODE

24. YOUR LEAD & ITS DATA IS TRANSLATED INTO
LIA COMPLIANT FFF/KYC/FNA
ENDORSED BY INCOME – AXA – TOKIO MARINE – AVIVA – CHINA LIFE

26. ADVISE THROUGH A COMPREHENSIVE, PERSONALIZED AND CUSTOMIZABLE
EACH OF YOUR CLIENTS CAN RECEIVE THE PDF FINANCIAL PLANNING REPORT AT FINGER TIPS
DYNAMIC FINANCIAL PLANNER

29. EDIT & PUBLISH THE FNA/KYC/FFF WITH
PERSONALISED & FORMAL RECOMMENDATIONS
UPDATED INTO HIS/HER FFF & ACCESSIBLE AT ALL TIME VIA THE APP

31. SET, COMMUNICATE & SEND REMINDERS
FILTER & SEGMENT YOUR AUDIENCE
SUPPORTED BY A SUITE OF CUSTOMISED GREETING CARDS

33. PUBLISH & SHARE TO ALL YOUR PORTFOLIO
NEWS & PROMOTIONS
FACEBOOK – WHATSAPP – LINKEDIN – EMAIL COMPATIBLE

35. MANAGE
YOUR PORTFOLIO DYNAMICALLY
PRODUCT LIBRARY - QUOTATION – POLICY ISSUANCE – RENEWAL - DOCUMENT REPOSITORY

37. KNOW & NURTURE
YOUR LEADS & CLIENTS
360 VIEW AND LIVE

39. YOU
SUPERVISE A POOL OF ADVISORS ?
MONITOR – CONTROL – PROTECT – RECRUIT FASTER

40. CREATE – EDIT – MANAGE – CONTROL ACCESS
UNLIMITED ADVISORS
THROUGH YOUR ADMIN MODULE

41. DATA COLLECTED BY YOUR ADVISORS ARE
CONSOLIDATED INTO YOUR OWN REPOSITORY
AND BELONG TO YOU AT ALL TIMES

42. CREATE & MANAGE THEIR PORTFOLIO
ALLOCATE LEADS - REALLOCATE CLIENTS
YOU ARE IN CONTROL OF YOUR CLIENT DATABASE

43. OPTIMIZE THE TIME OF YOUR ADVISORS AND
SUPPORT OR ADMINISTER ON THEIR BEHALF
PROCESS KYC/FNA – ISSUE POLICY & RESPOND TO QUOTATION – PUBLISH – FOLLOW UP

44. LAST WORDS
WE HAVE MORE THAN 45 MODULES AND KEEP DEVELOPING
TELECONSULTATION – AND FINANCIAL PLANNING TOOLS COMING IN AUGUST

45. DATA & PDPC COMPLIANT
WELLNEX IS A UNIQUE INSURTECH
FINTECH CERTIFIED - LIA & MAS COMPLIANT