Talking about money is *awkward*. Nobody really likes to discuss their financial situation with someone, especially when it’s not exactly something to be proud of.
Ironically, it’s those who struggle who need to talk about it if they actually want help.
So Canada-based financial services company Sun Life, the Philippines’ top insurer, created what seems to us is the Tinder of financial advisors.
While there’s no swipe right and swipe left on this tool, Advisor Match pairs clients with advisors through a website which clients have to fill.
“A financial journey is something very personal,” said Sun Life Financial Philippines President Alexander Narciso at the launch of Advisor Match. “The tools we create will be able to make certain processes easier but understanding a client’s story, his dreams and his challenges can only be performed by our very own people, and so we always strive for the perfect harmony between digital capabilities and human connection. The former should always boost the latter. That for us is the perfect match.
We tried Sun Life’s Advisor Match tool. Here’s the step-by-step process:
Step 1: Go to the website of Sun Life to access Advisor Match at advisormatch.sunlife.com.ph/
Step 2: Enter your location to generate a list of advisors in your vicinity.
Step 3: Choose your preferred Sun Life advisor.
Step 4: Enter your name, mobile or telephone number, and email address.
Step 5: Select the reason for applying.
Step 6: After submitting your application wait for your chosen Sun Life Advisor to contact you.
Sure, it’s not as fun as swiping left and right on hot girls or guys, but in the end, you’re likely to get financial rewards—not a string of regrettable dates.