At every stage of the investment journey, our value-added digital services seek to enhance the customer experience.
- Goal-based wealth management solutions can help to enhance our business partners' product offerings in addition to deposits, payment and lending
- Allianz Global Investors offers proprietary digital investment solution with forward-looking capital market models via API to simulate and advise on investment, asset allocation, model portfolios and ongoing portfolio monitoring. Licensed financial institutions, intermediaries or platforms provide advisory services to its clients.
360-degree advisory-led wealth management solution that supports the investment account management processes of our business partner. The services of Digital Pre-Sales, Sales and After-Sales are provided by our business partner.
Pre-Sales
Sales
Onboarding*
After-Sales
* The solution features are provided by our business partner.
- Hybrid wealth management solution for clients and agents of the licensed financial institutions, intermediaries or platforms' to manage their respective investment portfolios
- Allianz Global Investors provides a one-stop solution to support our busines partner's pre-sales, sales and post sales activities, such as client portfolio and asset allocation recommendation based on capital market assumptions, 24/7 reporting, etc