Developing an Advice Partner application for Sanlam
- Case study
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Overview
Sanlam is one of the largest financial service providers on the African continent, headquartered in South Africa.
Entelect has partnered with Sanlam to help drive customer engagement and provide opportunities for on-going engagement between intermediaries and clients.
The Advice Partner application is a dynamic questionnaire that facilitates financial planning. Helping a customer set personalized goals.
Entelect worked closely with Sanlam’s new User Experience team and delivered the project using Sanlam’s reusable web components.
