OnePlatform
Curated by SignalCRM platform optimizing insurer-client interactions through data analytics.
Overview
OnePlatform is a Customer Relationship Management (CRM) solution designed specifically for the insurance industry. It aims to enhance interactions between insurance companies and their clients by utilizing artificial intelligence and data analytics to create a detailed overview of customer activities, preferences, and history. This functionality is intended to assist insurers in personalizing their services and improving customer retention. The platform targets financial advisors, licensed brokers, and financial institutions, offering a range of products that include brokerage services, fund distribution, and loan services. Additionally, OnePlatform integrates operational support and marketing resources to facilitate a cohesive workflow, which may contribute to increased business productivity and opportunities within the financial sector.
Key facts
- Founded
- 2020
- Headquarters
- Wan Chai, Hong Kong
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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