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: