The company is spearheading market entry in other Asian countries with its digital service.
UBS Wealth Management is piloting a PoC to enable monitoring of chat messages between relationship managers and clients.
Fang Yihan, CEO at the Beijing-based company, tells DigFin her goals for 2020.
Tianhong and China Merchants Bank show the power of digital technology and distribution beyond best-performing products.
For Credit Suisse, this gives its RMs the chance to advise rich clients on their total net worth, not just what they bank with C.S.
The co-head of Asia Pacific for private wealth discusses how technology is becoming central to banks' value proposition.
Vancouver-based Responsive seeks Asian financial institutions interested in adapting its A.I. to the back end of wealth management.
In this video, Jame talks about what makes insurtech stories so interesting.
Chief information officer, Asia Pacific, J.P. Morgan
CEO, Yunfeng Financial Group