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.
Regional differences in the structured-products business impacts the bank-led technology consortium's expansion plans.
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.
Vancouver-based Responsive seeks Asian financial institutions interested in adapting its A.I. to the back end of wealth management.