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How Digital Wealth Is Transforming Your Customers

Key takeaways

  • All the pieces needed to present your clients with a seamless digital experience are here today
  • There is a vibrant digital ecosystem that has been connected for you to tap on
  • Don’t stress over the complexity of creating an end-to-end digital solution by yourself

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Ivan Chang

Head of Sales, Saxo Advanced Solutions Apac at Saxo Markets Asia Pacific

Head of Sales, Saxo Advanced Solutions Apac at Saxo Markets Asia Pacific

Qn 1: What’s the number one thing your customers want, and what matters to them most? 

Answer: The biggest thing is finding the right investments to generate the returns that clients are looking for. Long-term clients may be less well-educated in terms of financial literacy and may have less knowledge on financial markets. As a result, they require tools that help them find inspiration on investments to help navigate this complex landscape. 

Qn 2: What strategies have you used to address the digital gap?

Answer: It takes time for users to adapt to something fairly new. In light of this, we engage in client education to help them develop confidence in using digital platforms. With an emphasis on education, we’re seeing a huge uptake of digital investment from clients across all age segments. 

Qn 3: Which solutions do you currently, or have tried to, use to address the digital gap? 

Answer: As end-clients are investing through multiple different channels due to technological developments, the boundaries and definitions for who clients are becoming less clear. Saxo sees these different institutions and players as potential clients and aims to be the foundational infrastructure empowering their financial services and digital platforms. We do this by providing infrastructure to different stakeholders in the form of standardising access to markets. For any and all forms of investment product, Saxo offers unitised access to markets and delivers this to all stakeholders be it end-clients, Fintechs, or large banks.

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