Hans Peter Wolf, CEO & Founder Appway.
Zurich – 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. (Appway/mc)
About Appway
Appway empowers the service industries to move beyond automation toward ongoing digital transformation. With its seamless orchestration of people, knowledge, and systems, Appway promotes collective intelligence and enables businesses to reinvent for the digital age. Headquartered in Zurich with offices in Ticino, Geneva, Toronto, New York, Hong Kong, and Singapore, Appway and its award-winning technology serve over 165 service institutions and 420,000 individuals worldwide.
About Huatai Financial Holdings (Hong Kong) Limited
Established in 2006, Huatai Financial Holdings (Hong Kong) Limited (“HTHK”) is a wholly-owned subsidiary of Huatai Securities Co. Ltd. (“Huatai Securities”), a publicly listed company on the Shanghai Stock Exchange (601688 CH) since 2010. HTHK has Type 1, Type 2, Type 4, Type 6 and Type 9 licenses, with a registered capital of HKD one billion. HTHK’s current business includes securities, futures brokerage and asset management, including HTHK’s RQFII quota, which was granted in 2010. In 2014, HTHK commenced a build out of its overseas investment banking platform with specialized services such as underwriting, private investments, structured finance and corporate finance, including financial advisory and merger and acquisition. HTHK’s international platform will allow HTHK to provide a seamless platform for Huatai Securities’ extensive clients to explore international opportunities as well as to offer world-class service to its institutional investors to gain insight and access to its mainland domestic market capabilities.