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
