Due to the unpredictable nature of the finance world, choosing the right finance partner for your business can get a bit daunting. Partnering with a finance partner isn’t just about mere profits but more about building meaningful partnerships. With good connection and compatibility, the right finance partner can take your business to new heights. Therefore, we at Swan Invest, strive to build meaningful partnerships and offer the best financial services designed to optimize their business, get maximum returns and make their money work for them.
Here’s what we offer to partners:
To make a sound investment, you need to have the right insights and the perfect financial tools. With a plethora of schemes to offer to fellow customers, selecting the right one can get challenging. Swan invest ensures in providing you with the right insights and schemes, so that you offer your clients the apt scheme.
We tailor different content, digital, PR strategies best suited for our client’s business requirements. Our marketing experts carefully analyse the brand’s growth and help them showcase their services in the best possible way.
Our highly skilled sales representatives actively make every client their priority. By offering value-centric services like portfolio evaluation and wealth management advice, our sales team strives to take care of your prospects and generate maximum conversions.
Our app, InvestWell, is a safe and secure one-stop solution to track your business growth. Its user-friendly design is meant to give you a complete financial picture in just a look. Besides, it not only provides complete information on mutual funds schemes but also offers innovative tools like performance comparison, SIP calculator, education and retirement planner.
In the finance industry, building customer trust and satisfaction is the most crucial part of the business. If the customer doesn’t trust you with their money, they’ll be out of the door before you can even contemplate. Therefore, our customer service team is proactive in addressing your clients’ queries and solving them beforehand. We provide entire backend office support so that you only focus on getting more no of clients and optimising their investments.
At Swan Invest, our idea of running a business goes beyond partnerships. Rather, we focus on building meaningful connections and mutually beneficial relations with our partners, helping us all grow the business altogether. Join our partner program today!