, Singapore
72 views

Advisors Alliance Group clinches SBR National Business Awards in Financial Technology

It created Polipocket, an integrated wealth, project, and client relationship management solution.

Having an insurance policy helps secure a person over life’s uncertainties. However, many insurance holders would often forget what policies they purchased over the years, and those who bought several policies from different providers tend to misplace hardcopies of their insurance contracts.

Polipocket was created by Advisors Alliance Group to provide their financial consultants (FC) a summary of their client’s insurance policy. It gives FCs a holistic view of their clients’ coverage across all insurers, allowing them to better serve their needs and manage their portfolio.

With the COVID-19 pandemic surging worldwide, the app has also allowed advisors to connect and communicate effectively with their clients digitally, especially during the lockdown.

Polipocket also provides convenience for clients, allowing them to access, view, and upload their policies across all insurers into a consolidated financial portfolio.

The app has onboarded 300 advisors and more than 1000 clients within the first month of launch, and impacted more than 6,000 clients within a year.

Advisors Alliance Group believes that Polipocket is just the start of its foray in to insurtech solutions to serve its clients. The firm aims to create more solutions such as a goal-based advisory tool and advanced wealth management tools that can be integrated into the platform. It envisions Polipocket becoming an app that everyday users can utilize to better manage their overall financial portfolio.
 

Watch the interview below to know more about their winning project:

Since you're here...

...there are many ways you can work with us to advertise your company and connect to your customers. Our team can help you dight and create an advertising campaign, in print and digital, on this website and in print magazine.

We can also organize a real life or digital event for you and find thought leader speakers as well as industry leaders, who could be your potential partners, to join the event. We also run some awards programmes which give you an opportunity to be recognized for your achievements during the year and you can join this as a participant or a sponsor.

Let us help you drive your business forward with a good partnership!

Get Singapore Business Review in your inbox
It will apply to vaccines administered in Singapore under SAR.
Its startups may now receive up to US$250,000 investment.
The Lion City also has the highest insurance penetration amongst the six markets at 5.9%.
The bank will anchor up to US$200m or 40% of the fund size, whichever is lower.
A wholly-owned subsidiary of WeWork is occupying 56,977 sq ft of Prime’s California property.
The jobless rate during the quarter also eased, but remained elevated.
The notes are expected to be issued on June 23rd.
Its IP coverage for vaccine complications now include those approved by WHO under EUL.
The Lion City ranks 13th most expensive location for expatriates in the world.
Due to construction delays, buyers may prefer "ready-to-move-in" properties.
Wilmar International saw the sharpest decline during Thursday's trading, with a 1.52% drop.
Its skilled talent pool, logistical network, government funding and physical infrastructure helped it maintain its competitive position as a biomedical hub.
Singapore millennials were found to be more stressed than the global average.
Almost four-fifths (76%) of Singaporean consumers are not satisfied with generic credit offers from their banks, with 24% willing to offer more information in exchange for better rates or lower fees, a FICO study revealed.