This is largely driven by the misconception that wealth management is, and needs to remain a human-led business, and technology is only an adjunct to this.
The moment the client onboarding process begins, clients, advisors and their support staff will know the real-time status of the account, with straight through processing to the custodian.
Today’s investors want instant, easy-to-understand, dynamic, and informative reports on their investment activity.
Whether it's healthcare, education or communications - really, any aspect of our lives - the possibilities are endless.
The second wealth management tool, BondIT, will enable Bank of Singapore's relationship managers to better service customers with investment portfolios focused on bonds.
Including Barclays, BBVA, BNP Paribas, Danske, Intesa Sanpaolo, Nordea, Scotiabank, UBS, UniCredit and Wells Fargo.