Digital & Technology

Release of New Wealth software products

New Wealth, the Digital Wealth Experience company, is pleased to announce the official release of its first Wealth apps and software products specifically designed for ASEAN markets.

 

New Wealth “Products Discovery, Advice and Selection” app offers self-directed customers a paramount conversational experience, digital investment advice and rich mobile features to dynamically illustrate financial products. Easily adaptable both in terms of use cases (New-to-Wealth, Existing-to-Wealth, Life insurance and Bancassurance, etc …) 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.

New Wealth “Sales and Advisory tool for Relationship Managers” greatly enhances Customer Experience during client meetings with modern design and application of Augmented Intelligence for advisors. This tablet app empowers front-liners to deliver a more personalized experience and a cohesive quality of advice across the organization.

“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.
All surveys show that the industry is gearing towards increased contextual and personal relevance. New Wealth, as a provider of apps with hyper personalized user experience, is strategically positioned to support financial players in this journey”, 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 for today’s issues of investors and advisors.