Financial Planning Calculator

Leading financial services group wants to automate their sales kit for insurance and financial planning calculation on-site.

Leading financial services group in Hong Kong, active in providing banking, insurance, financial and other related services in Hong Kong, Macau and Mainland China. Listed on the Hong Kong Stock Exchange since 1987.

    accurate insurance and financial planning automation

Financial Planning


The insurance and financial planning division thinks that their sales process is slow and cumbersome because agents on sales calls lack a quick and secured way to show the customer the financial gains generated by their products.


iExcel designed a secured platform that calculates and exports financial planning sheets based on product and variables provided by the customer. Automations ensure that user input is minimal and results are accurate.


Agents are now able to produce, customize and amend financial planning sheets in a very short time, which in turns increases productivity and service quality to the customer.