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Ageas Financial Needs Analysis tool, Hong Kong

In Action Summary

ageas fna tool

The Ageas needs analysis app employs a unique story telling feature with vivid images for fact finding

Ageas has developed a Financial Needs Analysis (FNA) tool for the iPad that allows agents to design bespoke financial plans to identify and meet clients’ financial needs. The app helps users to get a quick and precise view of the capital they will require at various stages of their lives.

The Ageas Financial Needs Analysis iPad App provides a better interface for the user and assists consultants to turn a complicated financial concept to something that is easy to comprehend for the end customer. The app is very different from the traditional needs analysis apps, as instead of using the one-way questionnaire approach, it employs an interactive story telling feature with vivid images for fact finding. Now Ageas consultants can interact with clients in a more lively way and identify their potential risks and financial needs more accurately. With built-in data encryption, authentication and inapp signature for data privacy, the app enables Ageas consultants to provide flexible and professional financial planning.

With the use of mobile technology, Ageas’ front-line insurance consultants successfully deliver attractive, efficient and engaging financial analysis services to clients. The Ageas iPad FNA app has also won a Gold Award in the 2013 Hong Kong ICT Awards for developing innovative and creative information and communication technology solutions.



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