We had the pleasure of meeting Jaslyn, a senior financial consultant from Prudential Singapore. Before the interview, it would be reasonable to describe our relationship as strangers – we had introduced ourselves over LinkedIn just days before. Jaslyn, being in the running for Court of the Table(1), was having a […]
Financial institutions seeking to scale in Asia may find the magic in the Asian values for the family and community. 360F explains how an institution can achieve cost-effective and naturally scalable client acquisition in Asia through its wealth advisory platform “Multi- Generation Investment Genie”. For Jon’s 6th Birthday, Grandpa Jack […]
Robo-Advisors vs. Digital-Assistants Robo-Advisor as Game Changer? The investment services industry has been buzzing with automation ideas for a while. There are two general types of market solutions. In the FinTech world, simple and slick ‘Robo-Advisors’ grab headlines. In the incumbent camp, functionality-rich ‘Digital-Assistants’ help banks to automate service operations. […]
In the last article, 360F assessed the automation solutions in the investment services industry, namely the Robo-Advisors and Digital-Assistants. The former faces a non-scalable future while the latter an uphill struggle towards an otherwise viable future. To resolve the automation solutions’ challenges, it is necessary to identify the required “killer […]
Or why we should learn to love anonymity You wake up on a late Sunday morning with a hangover. The news is on TV: “Lion City Life Co. reported IT system breach. Over a million Singaporeans’ financial information is suspected to be leaked.” You fumble around the bed for your […]
360F advances wealth advisory in Asia. Hence it is only befitting that we support Asia Advisers Network and celebrated their first-year milestone with fellow advisers and friends last Friday. Congratulations to AAN!
360F has made it into the finals for the PRU Fintegrate Partnership programme 2018! Clarie represented 360F in the Fireside Chat “Customer Engagement” at Prudential Booth at the Singapore Fintech Festival, sharing with the audience our flagship lead network auto-multiplier: The Multi-Generation Family Genie®
360F was invited to participate in a career panel discussion hosted by the Nanyang MBA school. Clarie, a Nanyang MBA alumni herself, joined HR directors from a VC and a global investment bank on the panel to shed some light on career development and interview success.
360F CEO Michael Gerber participated on the panel “Where will the new money come from?” at Hubbis’ Asian Wealth Management Forum 2018.
360F and Singapore Management University announce research collaboration in Marketing Analytics. 360F, the trailblazer behind the behavioral finance-driven wealth advisory application with predictive capabilities, and Singapore Management University (SMU), ranked amongst the world’s best universities for business education and internationally recognized for its world-class research, are proud to announce […]