Aligning with the Bank's aspiration to be a purely digital bank, Intellect's digital wealth solution for CIMB Thai empowered Bank's Relationship Managers (RMs) to deliver on-the-go advisory with a completely de-desked solution (only tablets).
The wealth platform automated end-end functions of the RMs from digital onboarding, guided goalbased investment planning, 360 degree customer view, enabling them to provide superior service to their clients with product recommendations, real-time alerts and cross-sell and upsell opportunities. The omni-channel API-led solution backed by deep data analytics, integrated seamlessly with the 13 different systems to provide a single system view to the RMs.
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