Data visualization and customer engagement solution that enables seamless information sharing and identification and servicing of needs and grievances of the customer.
An intelligent data extraction and transformation solution that provides real time insight into the client portfolio, aggregated from multiple sources across the world using a secure and proven technology.
An agency management solution for Manager General Agents (MGA) and Financial Intermediaries that optimises the workflow to remove inefficiencies from the processes. Everest automates the processes to minimise operational risks, reduce overheads and improve the information flow among the stakeholders within and outside the organisation. Everest also leverages on the information repository to identify new business opportunities. Coupled with PiMoney, Everest also acts as a tool to generate leads and convert the leads into business. Everest also assists the compliance team and the management to manage the conduct risk of the employees and vendors.