Consumer banks sit on enormous assets of untapped potential – Asia’s mass-affluent are currently underserviced. Costly wealth advisors are unviable for lower account balances. A large and growing share of clients would prefer to manage their wealth online. Without a digital wealth management solution, consumer banks risk erosion of their customer base to competitors.
- Enables scalability to Asia’s rapidly growing mass-affluent market due to absence of costly advisors
- Provides a seamless and customizable digital wealth management experience for customers
- Maps a client’s declared skill-level to a model investment portfolio which can hold both funds and ETFs
- Facilitates greater transparency and affordability to grow market share
- Portfolios are accessible on multiple devices