Customer Success

UOB Wealth Banking

With the innovative digital wealth suite powered by Firium Solutions, UOB was able to provide comprehensive digital wealth platform with a dynamic dashboard for advisors and clients alike, featuring a 360-degree view of their investment portfolio and performance at a glance, integrated with a wide spectrum of financial products.

Bank of the Philippine Islands

Our flagship product, the digital Wealth Management Suite, an industry-leading wealth management platform, supported BPI’s growing unit investment trust funds operation and customer acquisition with user-friendly client suitability assessment tools for its entire network, resulting in top-notch customer engagement with 24/7 internet portfolio access and management from anywhere and becoming part of BPI’s future business initiatives.