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“We have now to work with a number of groups,” Tang says. “We have been working loads to alter the working mannequin in scaled agile supply, in order that we may be quicker to market and be extra adaptive to shopper and advisors’ wants.”
Growing digital capabilities for advisors and shoppers, Tang says, requires a robust technological basis. To that finish, Solar Life has been investing in key applied sciences like enterprise-level cloud options and APIs, thus scaling up its talents to construct up its tech stack with related options.
A centrepiece of Solar Life’s digital grasp plan has been its OnePlan platform, powered by a partnership with Conquest Planning cast in 2021.
“One of many core tenets of our technique is to guide with holistic recommendation, as a result of we consider that’s important to assist shoppers reside more healthy lives and obtain lifetime monetary safety,” Tang says. “By OnePlan powered by Conquest, advisors at the moment are outfitted to construct monetary roadmaps with our shoppers that assist them via their life journey and evolve as their wants change.”
By Conquest’s capability to drive collaborative monetary planning between advisors and shoppers, Tang says Solar Life has created over 144,000 monetary roadmaps for shoppers. With interactive features like display sharing and visualized what-if analyses, she says the platform facilitates and helps elevate the method of understanding shoppers’ conditions, distinctive wants and objectives, which finally results in motion plans to realize their aspirations.
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