Synergy program

Our Synergy Program Managers onboard, support and grow relationships with financial advisory and debt servicing Companies for furthering a common agenda.

The Synergy program is a premier one-stop destination for information and referral assistance curated to help people in the domains of –

  • Savings and investment planning.
  • Portfolio management.
  • Services to corporates for employee financial consulting.
  • Taxation planning and statutory compliance.
  • Loan syndication for vehicle, home, white goods and other requirements.
  • Low interest credit and subsidy.
  • Retirement planning.
  • Securing educational loan.
  • Education loan refinancing.
  • Credit monitoring.
  • Credit repair.
  • Emergency vault.
  • Debt handling.
  • Fraud protection.
  • Financial legal services.

Synergy program activities with financial advisory Companies

  • Lead generation and nurturing, live transfer, appointment fixing.
  • Outsourced customer relationship management (CRM).
  • Outsourced customer experience management.
  • Outsourced customer insight management.
  • Growth consulting.
  • Co-marketing.

Free enrollment for Synergy