HSBC Bank Middle East has unveiled HSBC Tablet platform in the UAE, enabling its relationship managers to engage clients more effectively and utilize the new interface to offer more focused advice and instant paperless services.
Using the Strategic Financial Planning (SFP) tool and Wealth Dashboard on their tablets, HSBC’s professionally-accredited financial advisors Relationship Managers can take the bank to the clients anywhere and anytime.
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Based on a set of financial planning standards defined and endorsed by experts, the Strategic Financial Planning is HSBC’s exclusive platform and has been implemented across key HSBC sites in the world.
The Wealth Dashboard enables clients to access all their investments with HSBC through a single view, according to the London-headquartered bank.
HSBC UAE retail banking and wealth management head Andy Ripley said this is about enabling discerning clients with busy lives to continue fulfilling their investment strategies and wealth plans, in a secure and efficient way at a time and place of their choice.
Using HSBC Tablet, clients can go through a full-fledged financial planning and risk tolerance exercise, select the appropriate insurance and investment product recommended by their Relationship Manager as per their need, Ripley explained
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By GlobalDataAdditionally, they can immediately authorize transactions through digital signature including electronic capture of supporting documents, with the full report in their Inbox by the end of the meeting.
The bank believes that its financial advisors Relationship Managers will be able to use the integrated platform to work in collaboration with clients and assist them establish a financial plan in line with their aspirations.
