EON Bank Group (Malaysia) Client Profile The EON Bank Group is an integrated financial institution comprising a commercial bank, finance company and merchant bank. The principal subsidiaries of EON Bank Berhad are EON Finance Berhad and Malaysian International Merchant Bankers Berhad. EON Bank Group is one of Malaysia's leading financial services institution that offers innovative products and services to serve the needs of its customers. EON Bank Group currently has a total of 145 branches and a customer base of more than 1million across Malaysia. Management Challenge The EON Bank Group (EBG) decided to go into the Wealth Management Business to capture the niche position in retail banking. For a start, EBG needed a set of comprehensive platform to help their Financial Executives in selling both Insurance and Unit Trust Products to their customers. To stand out in the market, EBG recognized that the system that they needed has to provide better level of personalized service to its customers. Begin new to the Wealth Management Business, they also needed user friendly tools for their Financial Executives to aid sales of all the Investment Products. Our Solution Firium was able to meet EBG’s requirements by implementing the Avantrade Unit Trust System, Avantrade FP and Avantrade Portal. The Avantrade System enabled EBG to provide an Integrated Wealth Management System that provides STP Unit Trust and Bancassurance Sales. Through this STP system, the Bank will be able to provide its customers with better service and quicker order updates. The Financial Planning module was also provided to EBG to assists their Financial Executives in gathering and accumulating information to form a complete and up-to-date financial profile of the customer.