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裕承科金(00279.HK)與燕道(寧波)數據科技訂立諒解備忘錄
格隆匯 04-04 17:18

格隆匯4月1日丨裕承科金(00279.HK)發佈公吿,公司已與燕道(寧波)數據科技有限公司訂立諒解備忘錄,以建立合作關係,通過客户資源對接和科技賦能,旨在加速提升公司保險經紀業務的發展和營收。

雙方致力於向高端客户提供包括保險及其他香港金融產品服務在內的一站式財富管理平台解決方案。合作將以粵港澳大灣區保險經紀行業作為起點,亦將尋求提供以銷售端為主的自營SaaS(軟件即服務)系統、以科技為導向的銷售支持及培訓服務,並計劃於2022年第三季度前在大灣區建立保險科技創新中心。

合作計劃透過提高傳統保險經紀的數字化競爭力,使代理人及經紀人能夠透過模塊化保單數據及應用兩家公司先進的精算模型及數據分析能力,簡化業務流程及節省交易處理時間,從而徹底改變傳統保險經紀提供給高淨值客户的服務方式。

合作旨在向終端客户、代理人及經紀人提供多項聯名產品及服務,包括可透過將保單交易處理時間由兩週縮減至兩小時,從而大幅提高保險銷售效率及產出的產品。

據悉,燕道數科為一家專業從事保險精算及數據科技的公司,具備中國內地近30年最完整的人壽保險產品結構化數據、全國各省社保規則資料及保障領域專業數據,是中國內地目前唯一一家將內地客户偏好的主流香港保單資料結構化的科技公司。有權使用最全面跨境保險數據庫將為合作的主要優勢之一。

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