Investor Presentaiton
One Experience
A Data-driven Integrated Platform
1 Compelling Propositions
by Target Segments
Health & Wellness
Retirement
Wealth Management
Legacy Planning
2 Tailored Nurturing &
Engagement Activities
Content
U Health & Wellness
Retirement
✓ Wealth management
Legacy planning
Event & Activities
(Online & Offline)
Sports activities
Charity events
Health consultancy
Free Service &
Privilege
Proposition-based
Service offerings &
trial membership
Financial privileges
Health & Wellness
11
Wealth Management
Wellness member programme
Retirement
Legacy Planning
Build connection
Prospect
Prospecting: Responses / Behaviour Data
AIP
Online Tools &
Hook Product
Hook product purchase
Health & Wellness
Retirement
Wealth Management
Legacy Planning
Develop interaction
*
Deepen insurance awareness
Identify insurance needs
Like
Comment
Share
Like
Participate
Share
Sign-up
Redeem
Share &
referral
Use tools
3 Precise Evaluation of
Prospect Response &
Preference via Data
Analytics
Customer
Data Mart &
Tagging System
Insurance Tool
FHC
☐ NBS
Intention of
meeting agent
Hook product
purchase
DATA
Leads Maturity Scoring System
Content
Acceptance
Event & Activity
Interaction Score
Engagement
Score
Activity with
Insurance Needs
360° View Prospect Data
Prospect profile
Prospect preference
Hot
Warm
Score
Cold
22
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