Singapore-based fintech New Wealth has launched its first wealth apps and software products designed for Asean markets.
The New Wealth «Products Discovery, Advice and Selection» app offers self-directed customers, digital investment advice and rich mobile features to dynamically illustrate financial products, according to a news release on Monday.
Adaptable both in terms of use cases (New-to-Wealth, Existing-to-Wealth, Life insurance and Bancassurance) and scenarios (mutual funds selection, personalisation of portfolio and asset allocation, customization of Unit-Linked insurance plan, retirement planning), this app may be used by financial institutions as a new channel for the digital marketing of their wealth services or simply integrated within existing client mobile apps.
Equip Salesforce
«This quarter our team is bringing to the market an innovative solution for DIY clients, as well as a modern sales and marketing tool to equip the salesforce and support the digital transformation of Asian financial institutions – with more to come in the next months,» said Loic Pitrou, co-founder & CEO at New Wealth.
Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions. «The objective is to develop engaging products in key focus areas that could solve issues for today's investors and advisors,» Pitrou added.
Design-driven Consulting Services
New Wealth was launched this year in Singapore and offers wealth apps and design-driven consulting services to Asian financial institutions, as finews.asia reported earlier.
