FinoBuddy Associates 4+

MyLead FinTech Private Limited

Conçu pour iPad

    • Gratuit

Captures d’écran

Description

**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

Nouveautés

Version 1.0.7

Minor Improvements & Bug Fixes.

Confidentialité de l’app

Le développeur MyLead FinTech Private Limited a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

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