The Singapore bank switched its wealth management products and services online during the lockdown as more than 1,000 financial and wealth advisors have been conducting meetings and sales advisory via video and screen-sharing facilities to sell products.
OCBC Bank has switched its wealth management products and services online during the lockdown – known as ‘circuit breaker’ in the country. Singapore’s wealth advisory process is highly regulated, involving over 50 pages of documents and a comprehensive financial needs analysis (FNA). However, since 18 April, with the lockdown still in effect, more than 1,000 financial and wealth advisors have been conducting meetings and sales advisory via video and screen-sharing facili
Continue reading with a subscription to the SRP market intelligence platform.
Request DemoAlready a subscriber? Login