Giving private banks embrace digitalised trends in front-end services, there is a need for integrated and sophisticated front-end tools according to wealth management platform provider AG Delta. Sruti Rao speak to Rob Saly, the firm’s chief product officer, on the gaps that still need to be met for relationship managers to effectively serve their clients.
Multi-issuer platforms have become a trendy subject in the structured products market in light of an increasing number of launches and head count expansion of a number of leading names in the APAC region. Andrew Au, chief executive officer of AG Delta, talks about the latest developments in the financial e-commerce space and how market participants should position themselves to capitalise on the changing distribution landscape driven by automation.
In this interview, CEO of AG Delta, Andrew Au talks about the latest developments in the industry and how the AGDelta platform is positioned to disrupt the Status Quo.
Today,Technology plays a bigger role in Wealth Management Industry to improve business methodology. However, there is a risk that technology may be over-relied upon. The importance of maintaining a balance between traditional methods and modern convenience is of primary concern for the future C.E.O. Financial hears opinions from a number of the leading providers of wealth management software.
The way in which buyers interact with vendors and compare prices has changed fundamentally with the dawn of e-commerce, social media, crowdsourcing and big data. Andrew Au, CEO of AGDelta explains this further by drawing a parallel between the disruptive technologies and what is currently happening at the nexus of wealth management and technology in Asia.
Lawrence Grinceri, COO of AG Delta, articulates the process of creating relevant digital platforms, and explains AGDelta’s role as a catalyst for reform within wealth management.
A battle almost as insistent as the ones private banks are waging over costs is being fought amongst technology providers – any one of which could well hold the key to increased revenues as well as efficiencies for their clients. As each of them tries to plant their flag on the region’s many private banks, the industry asks: which player will emerge as the winner?
Private banks have searched for ways to empower their relationship managers (RMs) in the client discussion, while managing cost more carefully. Thomas Zink talks to Andrew Au and Lawrence Grinceri from AG Delta about their vision of an integrated, dynamic one-stop platform for RMs.
AG|Delta’s founder and CEO comments about how the resurgence of structured products following the financial crisis is forcing banks to re-examine infrastructure and business model challenges, both new and old, to support private wealth channels.
Andrew Au, chief executive officer of AG Delta, explains why principles from e-commerce portals are relevant for wealth managers, too, to help them revolutionise the distribution of investment products.
