Jenius Platform

Staying relevant and current is increasingly difficult for large financial services companies. Finding a technology partner is critical.

What Makes Us Different

We offer a menu of online services for different applications to help current workflows become more efficient and competitive.

We offer front, middle and back-office solutions.

Our Story

The Just Jenius platform secret: it comes down to the people. Our very experienced team has the right mix of deep industry knowledge (including regulatory), deep understanding of all things digital, innovative thinking and what creates value for different parties.

Our Vision

We offer fresh thinking and new ideas in an industry not known for early adoption of technology.

Technology

Just Jenius Technology (JJT) thinks and delivers "outside the box" customer service and digital business support solutions to insurance companies, advisory firms and banks.

 

Our Clients

For sales and customer services

  • Improve value proposition and engagement to clients/policyholders

  • Have online tools to allow them more time in contact with clients/policyholders and less time on administration

  • Give them greater motivation and incentive to cross-sell and upsell

For business owners and stakeholders

  • Improve internal controls and therefore compliance

  • Lower risks to the business

  • Lower administration or operational costs

  • Lift advisor/relationship manager productivity and profitability

  • Lift the revenues earned from existing books including legacy

  • Lift the return on Assets Under Management and therefore embedded value

For your clients and policyholders

  • A better understanding of what is happening with their money within their financial products

  •  An improved value proposition and, in turn, greater loyalty and retention

  • Improve satisfaction levels

 

The Jenius Platform is available to license, or by subscription, to financial advisory firms, fund managers, insurance companies and banks.

 

Our Platform

Delivery of ongoing online service for investment portfolios sitting within savings, investment and pension plans. Designed to solve the problem for the client of not knowing what is happening with their money. Designed to solve the problem for the owner of the firm of not having a structured regular service delivery to their clients. Delivered by pushed communications to clients via embedded email and mobile app. Client portal also available. 

Identifying, tracking, paying and reporting on all recurring revenues paid by insurance companies and other platform providers to IFA/wealth management firms. Designed to solve the problem for the adviser and for the owner of the firm, of not being able to track their recurring income. Delivered by business partner (i.e. IFA/wealth management firm) portal and monthly emailed reports. 

Captures every contact advisers and staff have with clients. Email and client notes are automatically captured and easy to use with only three clicks (icon appears on email page). Designed to solve the problem for the adviser and the owner of the firm of not having a content history with each client in one place. Capturing all contact history with each client and reporting in chronological order. Progressively automated commencing with every email to and from clients automatically recorded. Clients notes completed quickly and easily i.e. 4 clicks 

Includes automated alerts to review investment portfolios and an automated process where each client is given the option to re-balance, change their preferences, opt for a modeled or algorithm based portfolio such as, Monte Carlo. Designed to solve the problem for adviser and the owner of the firm of not being able to offer bespoke portfolios to clients. Firm and advisers alerted of client information, such as change of residency, business information such as 12 months since last risk profile or personal preferences. Review completed either face-to-face or online, involving adviser and client.

Module 1

Module 2

Module 3

What We Deliver

Module 1

Online Portfolio Update

Delivery of ongoing online service for investment portfolios sitting within savings, investment and pension plans. Designed to solve the problem for the client of not knowing what is happening with their money. Designed to solve the problem for the owner of the firm of not having a structured regular service delivery to their clients. Delivered by pushed communications to clients via embedded email and mobile app. Client portal also available. 

Module 3

Client Contact Management

Captures every contact advisers and staff have with clients. Email and client notes are automatically captured and easy to use with only three clicks (icon appears on email page). Designed to solve the problem for the adviser and the owner of the firm of not having a content history with each client in one place. Capturing all contact history with each client and reporting in chronological order. Progressively automated commencing with every email to and from clients automatically recorded. Clients notes completed quickly and easily i.e. 4 clicks 

Module 2

Recurring Revenue Management

Identifying, tracking, paying and reporting on all recurring revenues paid by insurance companies and other platform providers to IFA/wealth management firms. Designed to solve the problem for the adviser and for the owner of the firm, of not being able to track their recurring income. Delivered by business partner (i.e. IFA/wealth management firm) portal and monthly emailed reports. 

Module 4

Automated Portfolio Review

Includes automated alerts to review investment portfolios and an automated process where each client is given the option to re-balance, change their preferences, opt for a modeled or algorithm based portfolio such as, Monte Carlo. Designed to solve the problem for adviser and the owner of the firm of not being able to offer bespoke portfolios to clients. Firm and advisers alerted of client information, such as change of residency, business information such as 12 months since last risk profile or personal preferences. Review completed either face-to-face or online, involving adviser and client.

And Much More!
 
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Schedule a product demo 

Tel: +852 3618 6117 

1205-08 Smartspace 2, Cyberport 2

Hong Kong