Cherie Wang is the CEO & co-founder of Planner Bee, a mobile personal financial tool built specifically for Asian insurance buyers. She founded Planner Bee to put a mobile financial advisor in everyone's pocket. Her experience managing over a thousand clients has guided the design of Planner Bee’s approach to holistic financial planning.
A Chartered Financial Consultant with 13 years of experience, Cherie ranks in the top 5% of financial advisors globally in the last 12 years. She is passionate about raising financial literacy, and empowering users to reach their money goals and was recognised in the SCS and IMDA's list of Top 100 SG Women In Tech for 2021.
The Asia InsurTech Podcast spoke with Cherie Wang, the co-founder of Planner Bee, about the changes we are seeing in distribution in general and why the insurance industry has been lagging behind this new movement. Listen to our other epside with Cherie here. Find the transcript of our conversation below. Michael Waitze 0:03Hi, this is […]
In partnership with TDI Connect and ITC Asia we recorded a live podcast with Cherie Wang, a co-founder and CEO of Planner Bee, Eddy Wong, a co-founder and CEO of VSure and Lapman Lee, a Professor of Practice (ESG and FinTech) at the Hong Kong Polytechnic University and a Board Member of the FinTech Association […]