Scenario

Wing Lung Bank was experiencing a growing demand for wealth management services. In order to meet current and future demand, they sought a wealth management platform that would raise the service levels of their front office staff.

The solution also needed to be tightly integrated with the bank's host system, and take data feeds from third party providers.

To sum up, the Wing Lung Bank demanded a wealth management platform that would become a indispensable part of the bank's wealth management infrastructure.

Result

After a thorough evaluation, Wing Lung Bank went with Beanstalk Link™. They also installed Beanstalk financial planner and portfolio manager modules. The results were an outstanding success.

Ms. Alice Wong, Assistant General Manager, Division Head of the IT Department of Wing Lung Bank, remarked "From the IT perspective I am impressed by the scalability and ease of implementation of the WealthSuite™. With iMerchants' support I believe we will be able to provide our customers with new and improved wealth management services and at the same time realize substantial benefits for our internal operations."

Scenario

Skandia-BSAM Life Insurance needs to help its distributors effectively sell its insurance products. This means ensuring the agent can provide high quality financial planning and advisory services to end-customers. Skandia-BSAM's distributors are traditional channels such as local banks, securities brokers and other financial institutions.

Result

Skandia-BSAM selected Beanstalk Advisor™ financial planning software. Advisor's step-by-step approach to financial planning empowered distributors, who were able to identify customer requirements, and then recommend products to fulfill their needs. Customising Beanstalk to match Skandia-BSAM's insurance products made the selling process very fast and effective.