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FinoBuddy Associates 4+
Financial services & products.
MyLead FinTech Private Limited
Designed for iPad
-
- Free
Screenshots
Description
Assisting you to manage your clients better.
**FinoBuddy BA: Empowering Agents to Foster Financial Wellness**
**Connect. Educate. Earn.**
As a FinoBuddy Business Associate(BA), you are at the forefront of a financial revolution, empowering your clients to take control of their finances while securing your own financial growth. FinoBuddy BA is your gateway to not only assist clients in achieving financial wellness but also to earn rewards as they succeed.
**For BA:**
- **Earn as They Learn:** Recommend the FinoBuddy customer app and earn money as your clients engage with the customer app.
- **Client Engagement:** Use FinoBuddy BA engagement platform to stay updated on your clients' financial progress and provide timely advice.
- **Educational Tools:** Leverage the app's resources to educate clients about financial products and services.
**For Clients:**
- **Financial Control:** Clients gain daily and monthly insights into their finances, fostering informed decision-making.
- **Resilience Building:** Equip clients to withstand financial shocks and stay on track with their life goals.
- **Bias Overcoming:** Help clients navigate through cognitive biases to achieve a clear financial perspective.
**Key Features of FinoBuddy Customer App:**
- **Lifestyle Management:** Guide clients in managing their lifestyle goals, balancing spending and savings.
- **Health Assurance:** Connect clients to a vast healthcare network with FinoBuddy's partner benefits.
- **Educational Pathways:** Support clients in finding their educational and career trajectory with psychometric testing.
- **Investment Opportunities:** Introduce clients to a spectrum of investment options, ensuring the growth of their savings.
- **Legacy Security:** Offer clients peace of mind with Will Writing Services and comprehensive insurance solutions.
**Join the FinoBuddy BA Network:**
- **Rewarding System:** Earn for guiding clients towards prudent financial habits.
- **Interactive Platform:** Engage in discussions, resolve queries, and enhance your financial expertise.
With FinoBuddy BA, you are not just an agent; you are a catalyst for change, guiding clients towards a secure financial future while building your own. Start your journey with us today and watch your efforts translate into success
What’s New
Version 1.0.7
Minor Improvements & Bug Fixes.
App Privacy
The developer, MyLead FinTech Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- MyLead FinTech Private Limited
- Size
- 46.9 MB
- Category
- Utilities
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2021 My Lead Fintech.
- Price
- Free