The Wealth Mosaic:2023年亚太地区财富科技格局报告(英文版)(53页).pdf

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The Wealth Mosaic:2023年亚太地区财富科技格局报告(英文版)(53页).pdf

1、2023APAC WealthTech Landscape ReportA comprehensive guide to the technology and related vendor marketplace for the APAC wealth management community.23APAC WealthTech Landscape Report 2023|CONTENTSAPAC WealthTech Landscape Report 2023|CONTENTSContentsINTRODUCTION 4DATA INSIGHTS 6THE CLIENT 10Driving

2、customer engagement forward-DBS 11AI-imperative for a personalised service-ABAKA 14From giving to impact investing-APAC trends-Maanch and Philanthropy Impact 18The multi-family office model(MFO)-a growth story-HP Wealth Management 22THE ADVISER 26The digitally-enabled relationship manager-Wealth Dyn

3、amix 27Data-driven disruption-revolutionising financial advice for adviser empowerment and customer success-Azentio 30Currency capabilities-essential to enable investment-Currencycloud 34The new normal-delivering an institutional investment process to the mass affluent market -Jacobi 36Enabling effi

4、ciency,growth and retention -InvestCloud 40THE BUSINESS 44Greater China-technology boosts access to investing -HYWIN Holdings 46Digital wealth services-ROI,UX and scalability -CREALOGIX 48Recruitment and staff retention trends in APAC-eMFusion Global 52Minimising conflicts of interest-MyComplianceOf

5、fice 54An effective IT and operations shared model for private banks -Azqore 58Family offices-the software challenge-FundCount 60APAC SOLUTION PROVIDER DIRECTORY 62A guide to the APAC WTLR 2023 Solution Provider Directory 64Business Need Categories 66Featured Solution Provider Profiles 68The A-Z APA

6、C WTLR 2023 Solution Provider Directory 84ABOUT THE WEALTH MOSAIC 98About Us 100Our Reports 101Our Memberships 102Our Services 10245APAC WealthTech Landscape Report 2023|INTRODUCTIONAPAC WealthTech Landscape Report 2023|INTRODUCTIONIntroductionproducts and services offered,and improve operational ef

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