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Banking Solutions > Wealth Management

Various market research reports have forecasted that the Wealth Management market in Asian countries will have a substantial growth over the next five years. This explains the recent trend that retail banks in Asia are developing their Wealth Management service to profit from the large number of high net-worth individuals. While this is a great opportunity for retail banks to bring in such new revenue, whether the IT infrastructure of the bank can support such growth plays a crucial part in determining success and failure.

Being an emergent business in the banking sector, Wealth Management has different business requirements to both Private Banking and Retail Banking. Although there are IT solutions from Private and Retail Banking that could be used in Wealth Management, Wealth Management has to develop her own IT solutions to address her unique business requirements of standardization for high volumn transaction processing, and personalization for tailor-made investment service.

The Interactive e-Banking has to provide the most personalized and convenience banking service over the Internet. The CRM has to support call center interface and a flexible client-portfolio structure. The credit management system has to support both standard and advance loan option such for clients to build up their liquidity reserves. These are just very few examples that the IT department needs to consider when the bank develops her Wealth Management service. In addition, the integration and interface between newly developed Wealth Management systems and existing banking system are always the big challenge. This is where Axisoft can help.

Since 1999, Axisoft has been providing Wealth Management solutions to top-tier global Private Banks and domestic Wealth Management institutions. Since then, we have successfully implemented more than hundred IT solutions in Hong Kong, Singapore, China, Taiwan, Australia and Japan. With our solid industry knowledge in this region, we can help banks and financial institutions implement the most appropriate solution to address their business requirements and regulations of running regional and domestic Wealth Management service.

Solutions Corner

CRM

It contains features of Client Details, CIF Interface, Know Your Customer (KYC), Call Center Integration, Investment Profile and Strategy Definition, Campaign, Pipeline, Lead and Visitation Management, Call Report, etc.

Client Document Management

It contains features of Document Encryption, Access Entitlement, Access Log, OCR, Full Text Search, Intelligence Search, Circulation and Workflow, Scanning, Indexing, Check-In, Check-Out, Versioning, Replication, etc.

Call Log Management

It contains features of Centralized Log Repository, Access Entitlement, Indexing by Branch, Workstation and User, Recording Alert Signal, Recording Health Check, Recording Audit Trail, Log Retrieval Tool, etc.