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.
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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."
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