View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Results & Deals
November 25, 2015updated 04 Apr 2017 1:33pm

Huatai Financial selects Appway to automate client lifecycle processes

Huatai Financial Holdings (Hong Kong), a subsidiary of Chinese brokerage firm Huatai Securities, has deployed Appway's client onboarding solutions to automate all client lifecycle processes and adopt uniform best practices in client onboarding.

By Verdict Staff

Huatai Financial Holdings (Hong Kong), a subsidiary of Chinese brokerage firm Huatai Securities, has deployed Appway’s client onboarding solutions to automate all client lifecycle processes and adopt uniform best practices in client onboarding.

The deployment is part of Huatai Financial’s strategy to further develop its Hong Kong investment banking and wealth management business platforms.

Appway’s prebuilt template for client onboarding standardizes all processes that form part of the client lifecycle, which includes onboarding and updating clients.

The Appway Client Onboarding platform will also enable Huatai optimize efficiency and boost data quality across the client lifecycle.

Huatai Hong Kong chief operating officer Lucy Sun said: "We chose Appway over competitors for the company’s ability to understand our goals and requirements quickly.

"With its industry expertise, the company was able to demonstrate right away how Appway’s technology and methodologies would help us meet our business goals."

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy
SUBSCRIBED

THANK YOU

Thank you for subscribing to Private Banker International