finexis advisory, the fastest-growing financial advisory firm in Singapore, has been named the “Best Financial Advisory Firm – Homegrown – Singapore 2024” and “Most Innovative Homegrown Financial Advisory Firm – Singapore 2024” by International Finance Awards. Building on its 2023 recognition for “Most Innovative,” finexis continues to cement its position as a leading and forward-thinking financial advisory firm in Singapore.
finexis advisory Deputy CEO Irene Ho, “We are incredibly honoured to receive these prestigious awards. They reflect our team’s dedication to delivering exceptional service and expertise. As we continue to innovate, we aim to set new benchmarks in financial advisory excellence.”
A Leading Homegrown Firm With Global Recognition
finexis advisory’s pursuit of excellence has propelled them to rank 5th among all qualifying Singapore companies and 83rd globally in the 2024 MDRT (Million Dollar Round Table) Top 100 companies (Global). MDRT, a prestigious global association, recognises professionals for their exceptional knowledge, strict ethical standards, and outstanding client service.
As the only homegrown financial advisory firm in Singapore to earn a spot in the 2024 MDRT Top 100 rankings, this achievement reflects the exceptional calibre of finexis’ consultants and their commitment to delivering world-class service. This recognition also reflects the firm’s ability to attract top talent in a dynamic financial landscape.
Innovation Driving Award-Winning Technology
Under the leadership of Deputy CEO Irene Ho, finexis advisory is driving innovation and transforming the client experience through the development of cutting-edge digital solutions designed to streamline processes, improve efficiency, and foster meaningful client engagement.
The Financial Dreams Manager is an interactive tool that allows clients to visualise and assess their financial goals, deepening their involvement in the planning process. The finConnect mobile app provides seamless access to financial information, enhancing transparency and convenience.
The digitalisation of the eKYC process has significantly reduced the time needed for client onboarding, verification, and compliance checks, while the integrated WhatsApp chatbot ensures consultants receive timely support to address queries and work more effectively.
“These digital solutions have transformed the way we engage with clients and deliver value, improving efficiency by more than 30%. By automating routine tasks and offering intuitive tools, we enable our consultants to focus on building stronger client relationships and delivering expert advice that’s in the best interest of the clients,” Irene Ho noted.
Commitment To Clients
At the heart of finexis advisory’s success is its focus on putting clients first. With over 800 consultants, finexis empowers its consultants to offer unbiased advice by leveraging partnerships with over 75 international fund houses, 19 life insurance companies, 32 general insurance companies, and 16 banks through mortgage partners. These extensive partnerships provide consultants with access to an extensive range of financial products, enabling them to deliver comprehensive solutions tailored to each client’s unique financial needs and goals.
Path Ahead
finexis advisory remains steadfast in its commitment to innovation, service excellence, and client satisfaction. As the firm continues its mission of impacting lives beyond finance, it is focused on expanding its capabilities and market reach while staying true to its core values of client focus and independence.