Proj 31 – AIA Finance Plan Platform
Financial Adviser – Client Interaction Journey Today, much of the typical advisory workflow still depends on Excel workbooks, Google Sheets, product calculators, CPF calculators, and manually assembled PDF summaries. This makes planning labor-intensive and increases the risk of fragile logic, recalculation errors, and advisor-to-advisor inconsistency. Hence, we identified these gaps: The challenge becomes even more […]
Proj 10 – IFX – Digital Elevation: Revolutionizing Sales & Marketing with Web App Innovation
https://youtu.be/2JfF9dX5shk Click here to watch video Our Solution Lead Capture App An offline-first PWA that stores data locally and auto-syncs to the marketing system on reconnection. Lead Management App A dashboard turning lead data into actionable insights on conversions, distributor performance, routing, and ROI. The Lead Capture Application Offline-First Connectivity Leads captured offline auto-sync to […]
