It teamed up with IBM for the design.
The Bank of East Asia, Limited and IBM announced the successful rollout of iPortfolio Analyzer, a security rich, mobile solution that enables BEA’s relationship managers using iPads to access and display portfolio information for private banking clients at any location.
Designed and implemented by IBM, iPortfolio Analyzer allows BEA’s relationship managers to access and display the latest account financial information on an iPad during client meetings. Whether at the Bank or a remote location, private banking clients can now quickly view their portfolios.
IBM worked closely with BEA to design an app that supports every interaction between BEA’s relationship managers and their customers to create a more personalized customer banking experience. The iOS app -- the pioneer app in the private banking industry that can retrieve a customer’s financial information outside the Bank’s premises -- meets stringent security standards and fully complies with regulatory requirements.
BEA’s relationship managers can use the app to conduct analysis on the spot, helping customers visualize their investment options, review their portfolio’s performance based on different time horizons, and make decisions to capture opportunities in a fast moving market.
Since personal financial information is being accessed via the app, the solution required sophisticated programme coding and infrastructure design for mobile security control. From design to roll out, the project was completed in six months.
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