The integrated application of the financial information system enables wealth management specialists to serve investors rapidly, plan wealth management projects more efficiently, and search, manage and trace target customers more effectively.
Advantages & Functions
Wealth Management System (AO Relationship Management) [For VIP Investors] ‧Customer-oriented comprehensive asset management services ‧Family financial planning services ‧Ensuring growth of customer's assets, controlling risks effectively, and maintaining the liquidity of assets
[For wealth management specialists] ‧Response to customer's request rapidly and providing wealth management consulting services accordingly to manifest a distinctive corporate image. ‧Manage the assets together with other financial products of customers to increase their contributions and satisfaction. ‧Review the current asset allocation ratio of the customer quickly. ‧Inquire of external economic and financial information at any time. ‧Acquire information of new products and make use of relevant sales aid documents at any time. ‧Personalized web pages are available to wealth management specialists. ‧Inquiries of the personal performance and bonus status of a specific wealth management specialist.
[For Management] ‧Standardize sales management and marketing processes. ‧Create a cross-selling mechanism. ‧Trace the work of wealth management specialists and the result of customer visits in a real-time manner. ‧Manage the current performance status of wealth management specialists. ‧Establish performance bonuses rapidly.
Wealth Management and Planning System This system closely links the personnel and systems of the front, middle, and back ends to protect the assets of customers and meet their requirements for investment and retirement planning.
It provides a tool for integration of different financial products (including insurance) and long-term asset management of customers. Customization of asset allocation is possible to meet customer's special requirements.
The KYC (Know Your Customer) function is available for wealth management specialists to view the personal data of customers and the property of their investment. Wealth management specialists can use the spreadsheets and other analysis tools of KYC to ensure the suitability of the global asset allocation. Where any deviation from the investment target is identified, wealth management specialists may use the KYC function to re-balance the asset allocation. The system function and process design comply with the requirements of wealth management as specified by the Financial Supervisory Commission.
Banking BU Benson Lin 886-2-7720-1888 ext 5289 firstname.lastname@example.org