GEEK Up hosted pioneering workshop on strategic directions and digital solutions in Wealth Management

The wealth management sector in Vietnam is experiencing robust growth, presenting vast potential for financial enterprises to expand their services and establish their presence. However, this field also demands pioneering strategies and breakthrough digital solutions.

Recognizing the opportunities and the urgency for strategic direction and pioneering digital solutions in this sector, GEEK Up, along with leading representatives in the financial industry, shared valuable insights at DPA14. The DPA14 workshop marked a pioneering milestone in Wealth Management, focusing on answering three major questions:

• What are the strategic directions for Wealth Management enterprises?
• What digital product strategies need to be developed to meet market demands?
• How to select the right partner for building digital products?

DPA14: Pioneering workshop on strategic directions in Wealth Management

DPA14 brought together "Digital Pioneers" – top experts in the fields of securities, finance, banking, and investment, including:

• Mr. Anh Diep - Deputy CEO | Kafi Securities
• Ms. Giang Nguyen - Founder & CEO | Tititada
• Ms. Alex Le - Product Design Lead | GEEK Up
• Ms. Amy Le - Head of Revenue | GEEK Up

During the panel discussion, speakers shared key strategic directions for Wealth Management, focusing on:

1. Targeting potential clients: Focusing on Affluent and High-Net-Worth Individuals who have high demands for effective asset management and investment.

2. Enhancing Financial literacy: Wealth Management involves long-term planning but provides quick benefits through efficient asset and financial management. Building trust is essential and requires time and effort from businesses in this field.

3. Leveraging Technology: Developing core financial business products centered on technology and digital solutions is crucial. This approach helps maximize the efficiency of scalable business operations.

• Core Technology (Wealth Tech): This part focuses on risk management and needs to be developed over time with extensive data.

• Customer Journey: This part includes all interactions with clients, from opening accounts to withdrawing funds. It can be quickly built with streamlined, high-value digital features.

GEEK Up shared Product Solution in Wealth Management

At DPA14, representatives from GEEK Up shared invaluable experiences in building digital products for Wealth Management enterprises. With over 10 years of experience and more than 150 successful digital products, GEEK Up is confident in delivering streamlined and effective solutions for this field.

Ms. Alex Le (Product Design Lead - GEEK Up) highlighted three aspects that create value in a digital product for businesses and users:

• User Experience: Focusing on the value the product brings to users, ensuring optimal user experience.
• Business Workflow: Digitalizing operational flows, combining traditional and modern elements.
• Technology Architecture: Utilizing adaptive architecture to easily accommodate changes.

Based on different business models and target wealth management clients, GEEK Up consults aspects's level to help businesses develop digital products that meet needs and create lasting impacts. GEEK Up is committed to innovation and continues to lead the market in providing prioneer digital solutions for the wealth management sector, meeting all business needs and expectations.

GEEK Up confidently asserts its position as a trusted partner in developing digital solutions for wealth management. GEEK Up is dedicated to ongoing innovation and product development to meet the evolving needs and expectations of businesses.

Summary

The DPA14 workshop concluded by emphasizing the importance of technology in wealth management and opening up many new opportunities for businesses. The content shared at DPA14 will be a valuable resource for any company in the wealth management field in Vietnam. It featured pioneering strategies from leading experts and provided fresh, insightful perspectives on developing effective digital solutions in wealth management.

Businesses and readers can contact GEEK Up to learn more about pioneer digital solutions in wealth management.