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Adviser 360

Discovery
South Africa
Connected Ecosystems & Marketplaces

Elevator pitch

A market-first single-sales-platform integrating Discovery’s unique data assets allowing a holistic view of clients’ profiles across all financial, health and lifestyle information. This enables quick and comprehensive financial planning, quoting, underwriting and servicing, housing all product offerings across the Discovery group, and a simplified yet comprehensive sales and advice journey for advisers and clients, facilitating close-to-real-time policy activations.

Innovation Presentation

Discovery’s unique comprehensive data assets have transformed the financial adviser experience by enabling the introduction of a digital integrated sales platform, streamlining the sales journey and enabling a holistic view of clients’ profiles across all financial, health and lifestyle information. Adviser 360 houses product offerings across the full composite of health and financial services, including Healthcare, Wellness, Life Insurance, Short-term insurance, and Banking. Leveraging Discovery’s unique data assets across companies, as well as its relationships with external sources such as credit unions and Home Affairs, a complete client view is developed across all financial and health positions providing full sight of the client’s cu…

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