Synergy Financial Advisers Ltd: Innovating with Technology for a Better Tomorrow

At Synergy Financial Advisers Ltd, we don't just use technology, we innovate with it. As a leading financial advisory firm, we are committed to leveraging technology's potential to enhance our services, empower our advisers, and pioneer a sustainable future.

A Reliable Financial Advisory Firm

Synergy Financial Advisers Ltd (SYNERGY) is a licensed Financial Adviser under the Monetary Authority of Singapore (MAS). This licensing underscores our commitment to providing our clients with reliable and curated financial advice. Our adherence to the highest standards of regulatory compliance and ethical practices ensures that our clients’ financial well-being is always our top priority.

Commitment to Business Excellence

Our certifications in Data Protection Trustmark, ISO 9001, ISO 27001, and the Singapore Quality Class STAR with People and Innovation demonstrates our commitment towards Business Excellence. These certifications reflect our dedication to maintaining the highest standards in data protection, quality management, information security, and organisational excellence.

Innovative In-House Technologies

At Synergy, we develop our key technologies in-house, allowing us to deploy innovative solutions that enhance productivity and operational efficiency rapidly. Our suite of technologies includes:

• OneSynergy SuperApp: This comprehensive app provides our advisers with all the various modules for a seamless and intuitive user experience.

• Chatbot AI: An intelligent chatbot named Autobot AI assists our advisers with their queries 24/7.

• Product Comparison App: This tool named InsureFirst, enables our advisers to compare various product solutions within seconds and choose the best insurance solution for their clients.

• Straight-Through Processing Integration: Streamlined processing systems that connect directly with insurers for efficient application submission delivery.

• Compensation Automation (FinCom): An automated compensation system that ensures accurate and timely remuneration for our Advisers.

• Robotic Process Automation: Automation of routine tasks to enhance operational efficiency and reduce manual effort. This results in staff overall satisfaction at work.

Open Platform for Diverse Solutions

As an open platform, SYNERGY offers a wide range of solutions from 18 Life Insurers, 24 General Insurers, 6 Corporate Solutions, and 5 Investment Platforms. This diversity allows us to provide tailored solutions that meet our clients' unique needs, ensuring comprehensive and effective financial planning.

Empowering Our People

Our people are the heart of our success. We demonstrate this by investing in continuous learning and development, equipping our team with the skills necessary to thrive in a rapidly evolving technological landscape. This commitment ensures that our advisers are always at the forefront of industry trends, ready to provide innovative solutions to our clients. We value our employees and are committed to their growth and success.

At Synergy, we believe in giving back. Our dedicated CSR team, SynergyCare, embodies the tagline “Advisers with a Heart.” They actively participate in Corporate Social Responsibility (CSR) activities, raising charity funds and engaging in community outreach. Additionally, they organise monthly activities for our team, fostering a sense of belonging and driving overall staff and adviser satisfaction. This initiative brings a human face to our technological advances when meeting clients.

Building a Better Future Together

Our commitment to using technology responsibly to address social and environmental challenges is underscored by our honour with the Brands for Good award in the Technology for Good category. This recognition is a testament to our innovative use of technology, which significantly contributes to solving societal and environmental issues. We are dedicated to accountability, transparency, and effectively engaging stakeholders in the implementation and results of our technological initiatives, providing reassurance of our ethical stance.

Contact Us

For more information about our services and initiatives, please visit our website at www.synergy.com.sg or contact us directly. Together, we can achieve great things by doing good for good.