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FA - iBoss


4.6 ( 496 ratings )
仕事効率化 ファイナンス
開発者 Financial Alliance Pte Ltd
無料

The iBOSS App improves Financial Alliances Financial Consultants advice and service quality by offering:

1. Integrated platform capabilities that enable the retrieval of data and information gathered from different sources;

2. Business productivity enhancement through easy navigation and access;

3. Operational empowerment that allows our Financial Consultants to track and manage their business activities and performance;

4. Secure and quick access to our valuable clients personal details, policy details, investment transactions, portfolio holdings and other data to facilitate our Financial Consultants when servicing clients; and

5. Systemic support to alleviate our Financial Consultants’ administrative workload.