EP 03: How Banks and Insurers Help Consumers Get Better with Money

14 December 2022

Insurance for the New Possible was joined by Serene Neo, the Head of Consumer Lines at Chubb in Singapore and Evy Wee a Managing Director at DBS.

Some of the topics Serene and Evy discussed:

  • Breaking down consumer behavior and finding insights
  • Helping consumers discover what they want
  • Without financial security it is hard to achieve life goals
  • How one’s financial life responds to life events
  • The importance of financial literacy
  • Protection and Investment – How To Strike a Balance
  • Choice vs. Complexity and Convenience vs. Information
  • Breaking down consumer behavior and finding insights
  • Helping consumers discover what they want
  • Without financial security it is hard to achieve life goals
  • How one’s financial life responds to life events
  • The importance of financial literacy
  • Protection and Investment – How To Strike a Balance
  • Choice vs. Complexity and Convenience vs. Information

Find this episode on :

Spotify

YouTube

Apple Podcasts

Spotify

Youtube

Apple Podcast

Evy Wee

Evy Wee

Head of Financial Planning and Personal Investing at DBS

Evy joined DBS Bank in 2004 as a Management Associate. She is now the Head of Financial Planning and Personal Investing, and oversees several teams including Financial Planning, Financial Literacy as well as the bank’s retail brokerage platforms in Singapore.

Serene Neo

Serene Neo

Head of Consumer Lines at Chubb, Singapore

As the Division Head of Consumer Lines for Chubb’s operation in Singapore, Serene is responsible for the overall management and financial performance of all accident & health and personal insurance products and services, across a multitude of distribution channels ranging from digital partnerships, to bancassurance to agents and brokers. 

More about Chubb Partners :

Chubb’s partners include leaders in retail, e-commerce, banking, fintech, airline, telecommunications and other industries. We co-create and design digital insurance solutions for their customers – individuals and businesses of all sizes.

Learn more