HSBC Investor Event Presentation Deck
We have launched >650 wealth management digital features since 2020,
from digital self execution to hybrid client journeys
&
Digital investment
account opening
Simple six-step journey
allows clients to start
investing on their mobile
within 24 hours
Investment
You don't have an investment
account right now
GD
Buy Stock
P
We opened >100k
investment accounts
digitally
All data points unless otherwise stated are for the period of 2021 and 2022
Frictionless investment
journeys
Instant access to
investment products using
Easy Invest and FlexInvest
9:41
Huy Sing Indus
22,705.32
143.55 18.241
HSBC Advance Investment Services
301 324554 0002
Hong Kong
Market valu
HKD 200,294.28
SAL
00005
HSBG HOLDIM.
00011
HANG SENG a..
00939
OGR
01398
ICBC
03988
BANK OF CHINA
4
1
Patika
4
1
Portfolia
WWW.MA
China & Sharms
Deared
Pris
63.350
+0.875
28.500
-2.345
197.400 +1.38%
2300
26.500
-2.746
+1.02%
*
28 500 +1.23%
+2715
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a
Sk
-1.23%
1.23%
F1 day chart
US
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S
Cuandk
1,200
1,200
1,200
1,200
1,200
Pa
Easy Invest
>75% of our wealth sales
completed digitally
Personalised insight
and research
Consolidated view of
investments facilitates
portfolio analysis and
informed decision-making
6-41
Investment
HSBC One Investment Services
YEA
345,678.91 HKD
My investments
Unit Trusts (45.00%)
165,925.88 HKD
Stocks G
107.160.46 MKD
Products and services
Trade Stocks
Stocks order status
n
Firme
In
*-71344
Day To
121.220.12
Eu
Wealth Dashboard
Increased our monthly
wealth dashboard client
traffic by >20%
Intelligent support and
guidance
Anytime support from
Intelligent Wealth Assistant
chatbot. Access to dedicated
staff via RM Chat
(
Asian Wealth
Rm & IC Group Chat
HSB
Timm, 3 ng
wandtond ervation. Chat
another company to andand
PIN code: 887369
Team more
Todry
Isaac Ng: Isaac Ngis inviting you to join a
Symphony meeting
Meeting with RM & IC
more
Meeting in to
metest.ymphery.com/zyz-i-rans
Have a good meeting
GPB RM Chat
Exchanged >400k
messages with our clients
via GPB Chat
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