ServeTM is built on the foundation principles of service. ServeTM offers tools for financial advisors to serve consumers efficiently & professionally. The tools are available on mobile devices and as a web system. We contribute to the financial services ecosystem with trained advisors.
We help advisors build a career in financial services. Advisors would be certified as “Certified Financial Services Counsellor” (CFSC). The CFSC program will train existing and prospective advisors with product & process knowledge and with service & sales skills. Serve & Win, is the mantra.
Consumers can quickly & easily make service requests about their insurance & investment plans/policies. The app will help consumers setup & track their financial goals. We help consumers create a financial locker & connect the consumers to a trained & professional CFSC.