New Wealth
HQ Address
100 Amoy Street (Found8), Singapore 069920, Singapore
Website Address
Business introduction
B2B FinTech & InsurTech to help financial institutions acquire and retain customers via personalized advice
Proven track record of delivering stunning interfaces and seamless user experiences for digital investment
New Wealth is a specialized B2B FinTech provider that offers closely-integrated digital savings & wealth solutions for the financial advisory journey. Through our technology, our mission is to educate and nudge people towards smarter decisions, and ultimately improve their financial wellness.
We partner with our clients to launch new generation of PFM tools as well as to deliver best in class online-to-offline (O2O) customer experience for cross-channel journeys.
Our modular Software Platform helps financial institutions to retain and grow deposits, increase fee-based income, and lower operating costs:
- NW 'Smart Savings' drives goal-based savings with personalized challenges;
- NW 'Smart Wealth' addresses investment and protection/insurance needs;
- NW 'Personal Finance and Investment Concierge' provides relevant and timely recommendations that generate double-digit response rates;
- NW 'First-Things-First' increases customer engagement exponentially.
New Wealth Solutions
Wealth and Advisory App
Wealth management & investment advice for RMs The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers. Target audience Client-facing interactions of relationship managers, advisors, agents for wealth and asset management Key features Goal-based investment and risk......
business needs
- Client Communications & Reporting
- Client Engagement & Management
- Client Marketing & Prospecting
- Digital (Robo) Investing
