AIA Sri Lanka

Every advisor is unique and has different ambitions, goals and personalities. This is why a one-size-fits-all approach to an advisor platform doesn’t bring out the value each advisor has to offer.

With our Digital Advisor Platform, we have developed a gamified dashboard to motivate and guide each unique advisor persona through personalised analytics and peer-to-peer communication tools to help them better achieve their performance goals.

This includes providing them with their performance trends at an individual and agency level, and enhancing areas of improvement and professional growth through our interactive features. By highlighting each advisor’s strengths, work values and personality, managers can utilise the insights to assign advisors to the right part of the sales pipeline and to maximise their engagement with the customer.

With the complexities of financial planning, customers want to easily understand what their financial needs are and how a policy could benefit them.

Through our Digital Advisor Platform, we take in the customer persona to personalise the storytelling for the best user experience. This is done through a gamified life journey simulation, where advisors can bring customers through the process and hyper-personalise each plan according to the customer’s life goals.

This helps customers to visualise how the key benefits of an insurance policy unfold during an unexpected event to help them make better-informed decisions. They can further configure smart defaults such as the recommended premium amounts, coverage amounts, policy term and etc, for customisation and comparison between different options.

Digital Advisor Platform empowers customers by placing them in control of their financial decisions instead of being simply sold to.

The Digital Advisor Platform integrates product categories such as health, retirement, investment plans and etc. By using a parameterized design and tracking user behaviour, complex scenarios can be future-proofed.

The product’s modular design allows quick time to market, making deployment and integration a breeze.

Advisors can enjoy an omni-channel experience on the mobile app, tablet and web to engage with their customers wherever they are.

At Hitachi, we partner with major financial institutions across Asia and beyond including SBI Sumishin Net Bank, BaoViet Insurance and VietCredit to optimise their operations and launch innovative new services for their customers.

We believe in a culture of partnership, collaboration and co-creation to unlock the most value for our customers and deliver truly exceptional products to the market.

Together we can reinvent modern insurance, provide enhanced coverage and build healthier communities. Let’s harness the power of technology and artificial intelligence together.