In a notable move to evolve its advisory, staff, and client services, UOB Kay Hian Wealth Advisors has formed a strategic alliance with cloud-based wealth management data platform platform KoiZai. The collaboration aims to leverage advanced financial technology solutions.
As a provider of comprehensive financial planning and wealth management modelling tools, KoiZai leverages robust data to generate deep analytics. The partnership signals a step forward in positioning UOB Kay Hian Wealth Advisors (UOBKHWA) at the forefront of Malaysia’s wealth management and financial planning industry.
The decision to align with KoiZai stems from UOBKHWA’s proactive stance on incorporating advanced technological systems to futureproof its operations. KoiZai’s experienced management team instilled confidence in UOBKHWA in their industry expertise, endorsing KoiZai’s capability to bolster the Malaysian firm’s market vision.
In a press statement, KoiZai expressed shared ambitions with UOBKHWA:
“Together, we share the goal of continually enhancing the development of professional financial advice, suitability, and services UOBKHWA provides to their valued clients and stakeholders.”
The Hong Kong-based firm also conveyed excitement for the alliance, stating,
“We are excited about this opportunity to collaborate and look forward to driving innovation alongside UOBKHWA in delivering exceptional solutions and experiences.”
