FinTech
OCBC takes complex face-to-face wealth advisory process online
OCBC on Tuesday said it has managed to take a "complex face-to-face process" involving more than 50 pages of documents and a comprehensive financial needs analysis (FNA) for wealth customers from being completed at physical meetings, to now be settled online. Following the launch of its latest virtual wealth advisory…
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Click here to read the full story: The Business Times