22 April 2021

HSBC offers live chat investment experts

Written By FinTech Alliance

HSBC offers live chat investment experts

HSBC has added a “live chat” offering to its robo advice platform. 

In Brief:

My Investment is a platform that offers investment advice for customers. 

The “live chat” function enables customers to talk to HSBC’s UK wealth engagement officers. 

They can discuss different options and products but will not offer financial advice. 

What does this mean?

HSBC says it found that more than 2 in 3 people using My Investment wanted to be able to speak to an expert before making their decision. With the world going increasingly digital, it has now offered this to customers through an on-screen service. 

Read more here. 

Up Next ...
09 May 2021

Identity frauds that might pose a threat to your company in 2021

Written By: Ondato

Identity frauds that might pose a threat to your company in 2021The days when secure client verifica...

07 May 2021

Building trust in ESG: NewDay

This month at FinTech Alliance, we’re releasing an exclusive report ...

07 May 2021

Yolt and AWS partner for secure open banking 

Yolt Technology Services (YTS) is partnering with Amazon Web Services ...

07 May 2021

FinTech for the affluent, Pennyworth, launches in beta

Pennyworth, a digital banking service launched for high-earning customers, has ...

More in Wealth Management

‘Lifestyle’ FinTech ikigai raises £1.2mn on Crowdcube in 12 hours

28 April 2021

ikigai, a FinTech that aims to help people “bring their ...

Posted By The Community

The 2021 Saving into Investment Benchmark

19 April 2021

We analysed the top 30 banks across Europe to understand the current landscape of saving and investing.

Written By: Nucoro

Citi partners with Sharegain

25 March 2021

Citi has introduced a fully automated securities lending solution for ...

Robinhood appoints ex-Google exec as Chief Product Officer 

19 March 2021

Wealth management platform Robinhood has hired its first Chief Product ...

Articles Wealth Management

The Gold Standard of Wealth Management - The Race for Digital Differentiation

21 April 2021

The digital revolution that the COVID-19 pandemic unexpectedly ushered in has opened a window of opp...

White Papers Wealth Management

The Future Challenges For Wealth Management

29 July 2020

Since 2008, Financial Services have has to adapt to a lot of "new normals."   O...

Articles Wealth Management

A shift in conversation: Private Markets in Wealth Management

13 October 2019

From top-tier Private Banks to Financial Advisory Groups, “Private Markets in Wealth Managemen...

Pathway to Wealth: The Right System!

Pathway to Wealth: The Right System!

13 May 2021

06:00 PM - 08:00 PM

Online, ., ., ., .

Open Finance : Wealth Management Sequel

Open Finance : Wealth Management Sequel

20 May 2021

04:00 PM - 05:00 PM

Online, ., ., ., .

Women & Wealth

Women & Wealth

20 May 2021 - 21 May 2021

07:00 PM - 12:00 AM

Online, ., ., ., .

Digital Wealth & CX Tech Forum - Virtual

Digital Wealth & CX Tech Forum - Virtual

08 June 2021 - 09 June 2021

12:00 PM - 06:00 PM

Online, ., ., ., .