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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
Fund Awards 2023 – Winners List
MPF Awards 2023 – Winners List
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
Fund Awards 2023 – Winners List
MPF Awards 2023 – Winners List
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Submission ID
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Company Name
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Employer Support
1. What is your service pledge to the following:
Scheme setup and dispatch Notice of Acceptance
Member enrollment and dispatch Membership Certificate
After-Sale Service
Change of employee particulars
Change of employer particulars
Change of member salary
Telephone enquiries
Voice message
Reprint Statements
Other Pledges
2. What does your customer portal do for Employers? Please select all that apply:
Chatbot
Contact customer service
Manage Employees Contribution
Make profile changes
Open an account/enroll online
Receive fund information
Track account opening progress
Tutorial articles or videos
View e-statements
We do not have a customer portal
We do more than the above, and please see the description below:
We do more than the above, and please see the description below:
3. If you have run an Employer Satisfaction Survey within the past 24 months, please explain 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
None of the above
Please highlight the tools used for employer satisfaction and feedback, and highlight your achievement and process. What was the methodology applied, and in what way has satisfaction level changed your Assets under Administration and/or number of company accounts:
4. By order of importance, please state the reasons you think are of the utmost importance for AUM Retention? (Drag the option from top to bottom to indicate the priority)
Prompt servicing and response time better than peers
Investment performance better than peers
Fees cheaper than peers
Independent investment manager selection
Our brand is better than peers
Our technology and portal is a competitive edge
We have a tight relationship with existing members
None of the above
We have better competitive edges than the above:
We have better competitive edges than the above:
Please explain:
5. By order of importance, please state the reasons you think are of the utmost importance for AUM Acquisition? (Drag the option from top to bottom to indicate the priority)
Excellent brand campaigns
Investment performance better than peers
Fees cheaper than peers
Independent investment manager selection
Our brand is better than peers
Our technology and portal is a competitive edge
Attractive transfer offers
None of the above
We have better competitive edges than the above:
We have better competitive edges than the above:
Please explain:
6. Has the firm been involved in any customer-related lawsuits or offenses investigated by a judicial/regulatory process during 12 months?
Yes
No
Additional Remarks:
7. Does the firm discuss or monitor the impact that its products and services have on members?
Yes
No
Additional Remarks:
Video links (Optional)
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