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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


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Categories:  marketstechnologyfinancial wellnessinvestments

Tags:  financial planningfinancial healthtechnologyinvestment





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