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- Expand customer base and deepen customer relations
Consolidate existing resources; strengthen internal coordination with regard to distribution channels, product offerings and operations. Enhance the chances of securing target customers by undertaking internal readjustment and upgrading personnel training when needed. Provision of the best possible services at all times is essential to deepen relations with wealth management customers and bring out more opportunities to serve them more broadly.
- Develop niche products and expand economies of scale
Bolster existing product lines by adding value whenever warranted so as to boost sales of mutual funds. Continue to promote various trust and custody offerings; develop insurance-centered target commodities and introduce high-yielding, competitive property insurance products. All these are meant to help grow sales and in turn earnings by inducing a massive inflow of customers and satisfying their needs that have yet to be met.
- Strengthen risk control and enforce statutory compliance.
Persist with enforcement of regulations governing sales of wealth management products and closely track various risk control gauges by drawing on IT resources. Take into account customer needs as well as the bank's profit margin, risk management and statutory compliance while seeking to bolster various trading platforms; upgrade the capacity for automation and enhance the flexibility in undertaking marketing endeavors. The objective is to vigorously project Bank SinoPac's public image as a trustworthy provider specializing in wealth management services.
- Enhance marketing efficiency and bolster business momentum
Integrate the resources of SinoPac Holdings, product information from rival banks, and research reports from related institutions in compiling real-time updates, based on which the bank's wealth management team can prepare countermeasures and present investment recommendations accordingly. Meanwhile, adopt a data warehousing approach toward analyzing customer value so that the team can devise effective and appropriate marketing campaigns, training sessions and PR activities.
- Design wealth management products that best meet customer needs
In Hong Kong, the yuan has emerged one of the favorite investment currencies. As regulatory authorities in Hong Kong and Taiwan gradually deregulate offshore yuan-denominated businesses, Bank SinoPac is ready to fully satisfy customer needs by coming up with wealth management products linked to the Chinese currency.
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 SinoPac Related Sites |
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Business Summary - Wealth Management