Personalised Investment Ideas: the new intelligent tool for investors

When is it the best time to buy and sell? How will changing market conditions affect my portfolio? What should I do if interest rates rise? All these can be answered by Standard Chartered Bank’s new intelligent Personalised Investment Ideas tool. A first in financial services, the Personalised Investment Ideas tool is revolutionary, with the ability to generate investment ideas according to clients risk profiles and investment holdings within a couple of minutes. To access the tool, the client just need to get in touch with his or her Relationship Manager. With Personalised Investment Ideas tool, which is available on the Relationship Manager’s tablet, the Relationship Manager will be able to provide investment solutions based on client’s profile

How does the Personalised Investment Ideas tool work? What makes it so powerful? What is the process a Priority banking client has to go through?

Firstly, the Relationship Manager needs to find out the risk profile of a customer, whether he is aggressive or more conservative and his investment holdings. The Relationship Manager then uses the Personalised Investment Ideas tool to generate an ideal portfolio based on that.

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