Technology
Digital Digest: The Latest Tech News - Julius Baer
The latest technology news from fintechs, banks and other organisations.
Julius Baer
Julius Baer has
implemented its digital advisory platform - Digital Advisory
Suite (DiAS) - in Asia. The platform is designed to make life
easier for its advisors to guide clients by simplifying complex
compliance rules.
DiAS screens Julius Baer’s investment universe and recommends
ideas that fit clients’ objectives and risk appetites.
“In light of changing market conditions and the evolving needs of
clients in Asia, it is increasingly imperative for the financial
industry to accelerate innovation and digital transformation,”
Jimmy Lee, head of the bank in Asia-Pacific, Julius Baer, said.
“Integrated digital advisory platforms such as DiAS will empower
relationship managers to manage portfolios efficiently and serve
our clients in the region with best-in-class advice and
customised solutions.”