Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients. Customers will benefit from Dragon Wealth’s technology that provides at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information and allows them to give educated and transparent advice tailored to their clients’ investment needs. Formed in 2013, Dragon Wealth is headquartered in Singapore and made up of a team of technology experts with deep experience in developing solutions for wealth management organizations.

How they describe their product/innovation: Dragon Wealth SMAC app is a solution that enables wealth management advisors to make smarter, well-informed recommendations to their high net-worth clients. The solution takes advantage of the cloud to analyse big data and select social media via a social mobile analytics platform to deliver a customised dashboard via a tablet application. Wealth management advisors and their clients will have transparent access to at-a-glance information on their investment behavior, peer group comparisons, and expert reports to make informed decisions on investments. Financial institutions get to easily customise the platform to suit their unique needs and requirements.

Product Distribution Strategy: Direct to Business (B2B), through financial institutions & licensed

Contacts:

Bus. Dev. & Sales: Bert-Jan van Essen, Co-Founder & MD, bertjanvanessen@dragonwealth.net, +65 8188 6930
Press: Amanda Koh, Senior Manager, Edelman PR, amanda.koh@edelman.com,
+65 6494 1577