Huatai Financial Holdings (Hong Kong) Limited Launches Appway Client Onboarding to Increase Efficiency and Enhance the Client Experience

Zurich - 24 November 2015

Huatai Financial Holdings (Hong Kong) Limited, a subsidiary of Huatai Securities Co. Ltd., one of China’s largest brokerage firms, has implemented Appway Client Onboarding. Aiming to further develop its Hong Kong investment banking and wealth management business platforms, Huatai Financial Holdings (Hong Kong) Limited  (“Huatai Hong Kong”) is collaborating with Appway to automate all client lifecycle processes and adopt industry best practices in client onboarding.  

Huatai Hong Kong selected Appway for its reputation as an industry leader in client onboarding solutions. Appway’s prebuilt template for client onboarding standardizes all processes that form part of the client lifecycle, which includes onboarding and updating clients. By using Appway to automate business processes and adopt uniform best practices, Huatai will optimize efficiency and boost data quality across the client lifecycle. As the firm continues its expansion from Mainland China into Hong Kong, it will focus on delivering high quality client service for new and existing clients in the region.   

“We chose Appway over competitors for the company’s ability to understand our goals and requirements quickly,” said Lucy Sun, Chief Operating Officer at Huatai Hong Kong. “With its industry expertise, the company was able to demonstrate right away how Appway’s technology and methodologies would help us meet our business goals.”  

With the recent launch of this collaborative project, Huatai Hong Kong is pleased to be able to provide its clients in Hong Kong with a smooth, digital client experience. 

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