Text size

New Wealth: Pre-meeting preference analysis improves client conversion rate

Client conversion rates have improved for private banks that have introduced a pre-meeting profiling solution, said Loïc Pitrou, CEO of Singapore wealth app provider New Wealth. On Monday, New Wealth announced a partnership with Finnish wealth tech developer, TAVIQ, to distribute and implement TAVIQ’s Client Personality and Needs Analysis solution in ASEAN markets, including Singapore. The analytics solution aims to…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].

Have a confidential tip? Get in touch [email protected]