SERVETM PARTNER - THE APP FOR ADVISORS & FINANCIAL SERVICE PROVIDERS
ServeTM Partner App helps advisors, service providers and financial assistants to connect to consumers, serve them and become more successful with new business. In effect, advisors can double their income in 2 years*.
- Help users with their financial service requests
- Help users with their financial goals.
- Help users with creating their financial locker.
- Serve and Win!
Getting New Business
- The app offers to connect with users that help you focus on servicing and making money.
- We’ll explain how to use the app, provide support, and let you know about ServeTM’s Financial Service Helpline Camps where you can connect to more users by providing:
• Service Support (Post-Sales): Providing servicing support for financial companies. Help with change of address, revival, transactions, e-KYC for Mutual Funds, etc. Reaching out to companies for Claim settlement, Mis-selling / complaints and escalate matters to the Grievance cell / Ombudsman/ Regulators if required.
• Knowledge Support (Pre-Sales): Conducting a knowledge sharing session on “how to be a smart investor”. Sharing tools about financial planning process and the process of achieving financial goals.
ServeTM Technologies Pvt. Ltd is a tech company that has built India’s first financial assistant app. It is a user friendly mobile and web app that helps user get the best service from registered advisors/partners.