ServeTM is a personal financial assistant app. The app is for consumers to manage their service requests on insurance and investments. Consumers can also setup & track their financial goals.
You can make instant service requests for your insurance policies and investment plans.
ServeTM is a financial assistant app that is available on mobile devices and will be on the web as an online system. The app is for consumers to manage their financial service requests and setup & track their financial goals.
*The Pain Points of the consumer:*
Consumers are finding it difficult to get the right advisor. They are not being serviced appropriately and adequately.
Large number of consumers complains of mis-selling of the financial products. There are many examples where the agents who, after selling a financial product, do not continue to service their own clients.
Consumers suffer because of lack of an efficient mechanism that delivers service, information and advisory in an easy and convenient method. Reaching out for making service requests and escalating grievances is a pain area.
ServeTM financial app will help the customers in getting their service requests and info requests addressed by the financial service providers. The app connects consumers in the financial services industry with the financial institutions and their trained advisors.
The USP will be the ever-expanding network of Partners who will serve as a skilled manpower to reach out and offer personalized service support & quality information to users. Each of these Partners shall be screened to ensure that they have adequate credentials.
ServeTM mobile/web app will also help consumers set personal financial goals and will hand-hold the consumers through a personalized process of achieving their financial goals. The app will have a personal financial locker that keeps records of financial papers safely and easily accessible.
In phase II, ServeTM will also become an “Account Aggregator” for users who can have all their financial transactions on a single screen. ServeTM will also build a CRM app for Partners.
The app has been built by technocrats and professionals with extensive experience in both the financial services sector & the technology sector. ServeTM Technologies has been incorporated in August, 2016.