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Fund Awards 2022 – Premier Hub
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HOME
AWARDS INFORMATION
Hong Kong & Singapore
Taiwan 台灣
Winners List 2023
Fund Awards 2023
MPF Awards 2023
PAST WINNERS
Fund Awards 2022 – Premier Hub
Fund Awards 2022 – Winners List
MPF Awards 2022 – Winners List
FORUM
Gatekeepers Forum
Sustainable Wealth Forum
ABOUT
About Benchmark
About BlueOnion
Contact Us
Benchmark Wealth Management Awards 2022 – Submission
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Submission ID
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1. What is your Account Opening Process, and how do you assist Intermediaries with a seamless client interface? How would you describe the Clients' Purchasing Process?
2. How many hours of training on average were delivered to each broker within the past 12 months?
3. What was the split of training content delivered to the brokers?
Risk Appetite and Profiling
Product Knowledge
Financial Needs Analysis
Industry Knowledge
Ethics and Social Responsibility
Sales Skills and Angles
Market Outlook
Investment Skills
Sustainability and ESG involved in the product
Others:
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4. Have you run a Broker Satisfactory Survey in the past 24 months, and what are your objectives? Select all that apply:
To improve loyalty and advocacy
To understand the landscape better
To understand competitors behavior
To track customer satisfaction level
To understand the buying, servicing, and claims experience
To address negative sentiment and provide service recovery
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Please highlight the tools used for customer satisfaction and feedback, and highlight your achievement and process:
5. What does your Distributor and Agent portal do for internal and external intermediaries? Please select all that apply:
Chatbot
Engage with Customers
Make profile changes
Manage a claim
Product Comparisons
Product Information
Submit policy application
Track claims progress
Track performances
Tutorial articles or videos
We do not have a portal for Distributors or Agents
We do more than the above:
6. Please tell us your service level undertaking for the intermediaries and their customers across all segments.
Account Opening
Claims and Post Claims follow up
First Contact Resolution
Resolution of Complaints
Others
7. How do you address broker grievances, and what's the next step?
8. Is there a bespoke solution and servicing for brokers with clients of unique and complex wealth management needs?
Yes (Please explain below)
No
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9. How does the firm ensure the problem-solving capabilities of the broker servicing team are up to standard, and whether the administrative processes ensure the customers understand each stage fully?
10. How do you ensure that brokers' practices are aligned with client experience and the ongoing monitoring of satisfaction level?
11. How do you ensure service level is measured to meet customers' ongoing needs, products sold are aligned to their long-term goals and needs, and customers fully understand the coverage and policy before purchasing from the intermediary?
12. What actions are taken when mis-selling activities are identified, and what are the consequences on the broker?
13. Would you please describe the claim process and its service level undertaking?
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