Committed to integrating FinTech into its wealth management services, AIA Hong Kong rolled out Hong Kong insurance industry's first “Robotic Investment Choice Service” in May to facilitate financial planners to serve new customers¹ of selected Investment-Linked Assurance Schemes (ILAS). AIA Hong Kong is now extending this service to e-service platforms for existing customers². After completing a risk profile assessment, all customers of selected ILAS policies can now view personalised³ reference portfolios via e-service platforms, such as the “AIA Connect” mobile app or web portal, enjoying the control of building quality investment portfolios at the ease of their fingertips.

With the help of AIA Hong Kong's “Robotic Investment Choice Service”, after undergoing a financial needs analysis and risk assessment on the interactive Point of Sale (iPoS) platform for financial planners, new customers¹ can view personalised reference portfolios based on their risk assessment results, and take reference when making their first investment choices. Through the one-stop customer service mobile app “AIA Connect” or web portal, customers can continue to view updated reference portfolios each quarter, and adjust their existing investment portfolios under their ILAS policies accordingly. As for existing customers², after updating their personal risk assessments, now they can also use the aforementioned e-service platforms to access reference portfolios to help them with their investment planning.

By extending the “Robotic Investment Choice Service” to customer service platforms, ILAS customers can enjoy the three key benefits:

In addition, “Robotic Investment Choice Service” has introduced a number of personalised features, including fund selector, quarterly reference portfolio alerts, investment selection price alerts and Chatbot, to fully enhance the experience of ILAS customers and help them manage their ILAS policies more effectively.

Ms. Bonnie Tse, General Manager, Strategy and Wealth Management of AIA Hong Kong & Macau, said: "Personalised investment service has been a privilege for high-end customers in the past. AIA Hong Kong's market-first ‘Robotic Investment Choice Service' comes as a breakthrough, which combines AIMHK's professional investment expertise with the latest technology to enable ILAS customers⁴ to access comprehensive and up-to-date reference portfolios. The service has been well-received since its launch earlier this year. Over 50% customers who have confirmed to purchase new ILAS policies have viewed the reference portfolios⁵ available under this service. We are now extending this service to the more easily accessible e-platforms so that new and existing customers can update their investment portfolios any time, empowering them to grow their wealth at ease and helping them to live Healthier, Longer, Better Lives.”

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About AIA Hong Kong and AIA Macau
AIA Hong Kong and AIA Macau are subsidiaries of AIA Group Limited. AIA Group Limited established its operations in Hong Kong in 1931. To date, we have over 18,700 AIA financial planners¹, as well as an extensive network of brokerage and bancassurance partners. We serve over 3 million customers², offering them a wide selection of professional services and products ranging from individual life, group life, accident, medical and health, mandatory provident fund, personal lines insurance to investment-linked products with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high net worth customers.