Malaysian lender Maybank, in partnership with next-generation wealth technology provider Evooq, has launched Advisor Assist, an AI-powered wealth advisory platform built on Evooq’s technology.
Advisor Assist equips relationship managers with intelligent insights, portfolio risk analytics and next-best-action recommendations, enabling them to better understand client needs, identify opportunities and deliver more meaningful conversations at scale.
Evooq’s Wealth platform will support Maybank’s wealth management teams across key markets by providing a unified view of client portfolios, investment opportunities and actionable insights in one integrated ecosystem. The collaboration underscores the bank’s ambition to be at the forefront of wealth management in Southeast Asia.
The partnership with Evooq “marks a significant milestone in its ongoing wealth transformation journey, reinforcing its commitment to delivering more personalized, trusted and insightful wealth advice to clients while enhancing the effectiveness of its relationship managers”.
Alice Tan, the bank’s head of group wealth management, states: “The future of wealth management lies at the intersection of human expertise and intelligent technology, Through our partnership with Evooq, we are enhancing our ability to serve our clients across the region with more personalized advice and helping them better understand and manage the risks within their portfolios.”