Prepared by Accenture, it looks at what it will take to build a unique digital wealth management solution. With market-leading technology and active investment expertise, AllianzGI will work with you hand in hand to compete and win in the burgeoning Asian mass affluent market. The report highlights the four major insights.
1 Source: Credit Suisse – Global Wealth Report 2021.
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01
Defeat InertiaMake digital wealth solutions a high priority within the firm -
02
Build TrustClearly show clients how the service works and how well it performs -
03
Beat the MarketCreate investmeant models based on forward-looking assumptions -
04
Enhance User JourneyDeliver customised results with a personal touch -
05
Navigate the RegulationsUse Hong Kong as launchpads to the region
Investment
Capabilities
Technical
Capabilities
2 Source: Accenture “Digital Advisory Solutions in Asia Wealth Management” survey, Jan 2022.