has really multiplied my impact
The entire process became so much easier because it created such an ease to talk about finances and the future - I didn't even have to push them to get products but everyone saw a need to start investing for the future. The app highlights the NEEDS in such a clear manner that it makes it almost foolproof to use.
Referrals have become way easier with Merlin as well. If your client knows what to expect out of a Merlin session, they can position your business and your services better, increasing the success rate of the referrals.
Having accomplished all this, it is hard to believe that Merlin is still a Work-In-Progress and it still has so much more enhancements lined up. Merlin has really multiplied my impact and reach in my career, and I will definitely recommend it to any advisor!
- Lum Bin
this will enlighten them!
Being an advisor, one thing that we want to offer to our clients is a holistic financial portfolio for them such that we can have an overview of their existing plans, the shortfall they have, how can we better prepare them for their future financial goals.
Before Merlin even came out, I would always leverage on Excel to compile this data, yet I did not feel it was comprehensive for my client and is quite time consuming for me. With Merlin, I can proudly let my clients know how they can get a comprehensive Financial Health Report with Merlin , something that my company actually invested in to come out with something this beneficial for our CLIENTS.
Merlin helps to show a whole overview of your own personal finance, from seeing if you have adequate insurance coverage, to having a compilation of your policies so that your loved ones can also in the loop of the policies you hold, keeping track on if you have a good savings and expense ratio so that we can be aware if we are spending too much or saving too little. This is especially useful for my clients as at times they might not have the time to keep track of their finances health hence this will enlighten them!
- Nurul A.
for 100% calrity in their portfolio
In the past I had trouble communicating my concepts and strategies to clients. Now, with Merlin my processes are structured and the transitions between presentations are smooth.
The visuals are amazing, coupled with the simulated investments that shows exactly to the last number clients need to achieve their financial success. Merlin also incorporates a CRM system for me and the advisors to better manage their tasks and activities, all in one tool. I would highly recommend individuals who wants a proper financial diagnosis to go through Merlin for 100% clarity in their portfolio.
With the constant upgrades in the system, it is the leading tool in the advisory business.
- Desmond L.
just like a personal assistant
I got really excited when Merlin first launched and immediately introduced some my clients and prospects to have session with me so that they can make an informed decision. It proved that after the in-depth analysis, they are more confident in the decision they made and that it is sustainable for them in long run. Furthermore, it really helps clients to visualize their dreams and achievable timeline. It makes them see budgeting differently.
Most of my clients shown appreciation towards the hard work and patience to run through with them such comprehensive financial health report that really give them a clearer picture on their own finances. By updating yearly, they know they can react toward the changes in needs at different life stages. Furthermore, with the continuously upgrading process by the team, it become a daily tool I would access, just like a personal assistant, best that it is on the go too with the Merlin bot!
- Joanne L.
work becomes easier
Merlin is a fin-tech tool developed to aid associates to help clients better understand how ambitious are the dreams they can fulfil with their investment portfolio and provide a more direct, non-bias measurement and recommendation of the insurance protection they need, based on AI computed figures.
I have used Merlin multiple times to better understand the financial profile of my friends and clients through the in-built “fill in the blanks”. No one likes to be asked about their financial details directly as it can be rather personal. But Merlin format makes it much more inviting for clients to do so. Because of this, it has also helped me gain confidence from clients to work with me through their own will using the dreams planner features in-built Merlin.
When you have tools like Merlin, work becomes easier and less dependent on your individual efforts.
- Jairus W.