ST

Shen Tian

Chief Technology Officer

LifeCheq

Cape Town, Western Cape


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
LifeCheq
Industry
financial services
Employees
68.0
Seniority
C suite
Total Funding
3300000.0
Latest Funding
Series A

Technologies

Route 53 Gmail Google Apps Microsoft Office 365 Flywheel Atlassian Cloud Typeform Mapbox Freshdesk Facebook Custom Audiences Google Font API Google Analytics Mobile Friendly Google Tag Manager Google Frontend (Webserver) Facebook Widget Cloudinary Bootstrap Framework WordPress.org Facebook Login (Connect)

Keywords

financial advice holistic planning personalized financial plan money management financial roadmap debt counseling retirement planning life insurance medical aid educational savings client portal financial needs analysis financial advisors automated compliance crm for financial advisors lead generation financial documentation client relationship management independent financial advice transparency in fees fiduciary responsibility financial independence investment strategies home buying budgeting debt management goal-based financial planning financial insights tax advice estate planning business financial planning self-service client tools financial product offerings adviser productivity tools financial planning platform financial service provider insurance coverage data-driven financial planning investment risk assessment financial wellness financial literacy financial success tracking partnership with advisers community engagement remote work culture career opportunities in finance financial literacy education client retention strategies marketing & advertising sales law practice legal services

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