QuantQuest for Advisers

Sybil Pte Ltd

About this app

QuantQuest for Advisers is a meeting companion for licensed financial advisers in Singapore. Use it before, during and after a client meeting: see your day, prepare, record with your client's spoken consent, and get a written review with what you promised, the follow-ups and a recap you can send.

You need a QuantQuest adviser account to sign in. What you can use depends on your account.

Before the meeting
• Today, Upcoming and Recent meetings on one screen.
• Set a meeting: choose the client, the day, the time and the place, then add it to your calendar.
• Get a reminder 30 minutes before, if you turn on notifications.
• Prep this meeting: a short brief with the aim, talking points, questions to ask, what to bring and what to say if the client pushes back.

Your clients
• Every client in one list, recent first, with search.
• Open a client to see their insurance, cash flow, CPF, net worth, goals, investments, estate, profile and family.
• Update a client's details from your phone.
• Call or WhatsApp a client in one tap.

Record the meeting
• Tap Record a meeting and choose the client.
• Read the short recording note, or ask in your own words, then tap your client's answer. If the client says no, the recording is deleted from your phone and from QuantQuest straight away.
• See the words on screen as you talk, follow a running summary, and add notes and flags.
• Ask Alpha a question during the meeting, by typing or by holding to talk.
• Keep the screen on while you record. If you lock the phone, take a call or switch apps, the recording pauses, and Resume is one tap.
• Recorded on another device? Upload the recording instead.

After the meeting
• End the meeting and QuantQuest writes the review: a transcript with speaker names, what was said, what you promised, and new facts about the client that you can keep or skip.
• A recap for your client that you can copy or send on WhatsApp, in the tone you pick.
• Save the review: follow-ups go to your Today list, and the facts you keep update the client's profile.
• Get a notification when the review is ready.

Alpha, your assistant
• Ask Alpha about a client, a meeting or your day.
• Have answers read out loud.
• Alpha can make mistakes. Check what it writes before you rely on it or share it with a client. Hold an answer to report it.

Your clients' data
• Recordings, transcripts and notes stay with the meeting until you delete the meeting or the client.
• Transcription and the AI writing use third-party providers, some of them outside Singapore. Our privacy policy explains where data goes and how long it is kept.
• You can delete your account in the app: Me, then Delete my account.

For advisers, not the public
QuantQuest is a tool for licensed financial advisers and their firms. It does not give financial advice to the public, hold or move money, or make trades.

QuantQuest is made by Sybil Pte. Ltd., Singapore.

What’s new

First release.