My journey began in the Financial Services Industry in 1993, and by 1995, I discovered my true passion and calling: crafting tech solutions to support the Financial Advisers and Consultants. Fast forward to 2015, I founded the Headquarter Client Engagement Platform, integrating multiple tools into one seamless system.
Headquarter (by Heartzmail) was recognized as the Insurtech of the Year in both 2021 and 2022 at the Asia Trust Life Agents and Advisers Awards, standing out among over 280 companies across 17 territories.
Heading up a new Venture, we’ve now created the Producer Framework. It is designed to tilt the needle towards giving the adviser an advantage in the Sales Process. (Tap on WhatsApp above to organise a demo)
I'm grateful for the opportunities I've had to make a difference in the industries I'm passionate about and look forward to more innovation to come.
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The opinions and views expressed here are my own and do not necessarily reflect the views of my company or any affiliated organizations.