Regulatory requirements on Investment Suitability: Comparison between Hong Kong and Mainland China
Unlocking the Fully Digital Advisory Journey Through Industrialization
This paper illustrates the importance of industrialization from the point of view of providing a fully digital client advisory service. Synpulse has created a market radar of the current state of different industry players and made predictions about optimal operating models of banks in the future. The analysis measures the industrialization degree in the private wealth management sector in Asia and indicates a trend towards a digital client advisory proposition. We also define the target operating model in the industry and assign target states to different market participants depending on their current positions.