Helping financial advisors and insurance agents in Singapore stay ahead in a competitive market with smarter, more efficient solutions.
Being an insurance agent or financial advisor in Singapore isn’t easy. With intense competition and the struggle to build trust, professionals often face difficulty standing out and finding the right clients. The constant search for quality leads and the challenge of staying visible in a crowded market can make it hard to succeed.
MoneyFitt offers an unbiased web-based platform that specialises in matchmaking Singaporeans with insurance agents, financial advisors, and other industry professionals, offering an additional or substitute customer acquisition method.
We handle the heavy lifting of lead generation, saving valuable time and effort compared to the more traditional, time-consuming methods of finding clients yourself. With MoneyFitt, you can focus on what you do best - helping your clients.
People prefer to work with professionals they like and trust. Our expert matchmaking connects you with clients who are not just looking for financial advice, but who are specifically seeking a professional like you - someone they can relate to and rely on.
As demand for smarter, more efficient financial advisory services continues to rise, MoneyFitt offers a forward-thinking solution that keeps you ahead of the curve.
We provide more than leads. Enhance your skills and service offerings with the help of MoneyFitt and our partners' webinars, courses, and resources designed to elevate your expertise in providing a more holistic service, along with financial wellness content and data-driven profile optimisation tips.
AI algorithms and data analytics to match users with you (and a handful of others). After matching, both sides can ignite the conversation - no waiting for the user to make the first move.
Your detailed profile includes your qualifications, areas of expertise, client testimonials, and shows you as a person outside of work hours, allowing you to market the best version of yourself.
Our AI copilot helps professionals and users by suggesting prompts and giving insights based on user preferences and financial needs.
Trust is fostered quicker when the user feels comfortable; we hide users' contact information, keeping all other profile information visible until they grant permission to share.
Our pilot platform is now open for applicants, accepting a limited number of professionals. For interested professionals, please register below.
Agents onboarded under the pilot allocation will not be charged anything. All leads generated to agents under the pilot project allocation (spare capacity remains) are free of charge until 1st March 2025.
In return, MoneyFitt would appreciate feedback on their experience and provide our users with a profile that shows the best version of themselves.
All agents onboarded under the pilot scheme will be able to opt out of the full launch.
MoneyFitt does not publicly display the profiles of professionals on the platform. Visibility is only granted after a match with a user, where the user will be able to see your full profile.
Users will be matched with three advisors based on their financial needs and personal preferences. Users can also refresh one match every 24 hours. This feature helps users choose the advisor(s) they feel most comfortable working with. It is in the best interest of all advisors to offer transparent, honest advice and provide prompt service; otherwise, they risk losing their matched users.
All leads generated through MoneyFitt are pre-qualified, meaning that all users are potential clients who have shown genuine interest in financial services via our onboarding process and meet our determined criteria that align with your offerings and specialisations. This might include a user knowing they need a specific product or service (such as life insurance, retirement and CPF planning, expat financial planning), or MoneyFitt examining their financial health in line with MAS financial planning guides and indicating where they may be unprepared. By supplying only qualified leads, MoneyFitt helps save time by reducing the effort spent on prospects who aren’t a good fit or ready to engage.
After matching, we leave it open for either side to spark conversation. For both sides, MoneyFitt produces prompts for suggested conversation, helping both sides know how to best approach the conversation in case they feel unprepared. Conversation remains on our platform until the user shares their contact information, an event we declare as a lead generated.
MoneyFitt is not charging professionals a subscription fee or per-lead fee for the pilot project allocation (still accepting applicants). No advisor onboarded under this allocation will be moved to the full launch version without their permission.
There’s no cap on the number of leads an advisor can receive. We’re developing a points-based system where the top three scoring advisors will receive the first matches. If multiple advisors score the same, the leads will be distributed randomly to ensure fairness. This way, every qualified advisor has an equal chance to be matched.
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