Thailand Wealth Management Forum 2019 - Exclusive Insights - Dr. Jon Wongswan - 2

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1. What can you do to improve the value proposition in wealth management?

Video transcript

1. What can you do to improve the value proposition in wealth management?

We need to understand the client. We need to be more holistic, more client-centric. What does that means? We need to understand what clients need. "Need" doesn't mean investment or fund, but the underlying need, both at the personal level, at the business level, and also at the family level. So that's the first part: understanding. Second, we need to have a way to deliver the clients' need through solutions. With so many opportunities, with many products, with many choices, clients want something that they can use simply, so we should be able to deliver a solution to clients to serve their need.

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