Synergy program

The Synergy program is a premier one-stop destination for growth consulting and outsourced services curated to help professionals in the domains of personal finance including, Loans and Debts, Budgeting, Retirement, Taxation, Investments, Insurance, Credits, Fraud detection and protection.

Synergy program offerings for financial advisory Companies

Growth consulting and outsourced services

  • Co-marketing
  • Personal and social media branding
  • Lead generation and nurturing, live transfer, appointment fixing
  • Outsourced customer relationship management (CRM)
  • Outsourced customer experience management
  • Outsourced customer insight management

Free enrollment for Synergy