ORIGIEN Next-Gen Digital Infrastructure
Distributed Core Banking System
Distributed Financial PaaS
Data Middle Platform
Digital Marketing
Risk & Compliance
Payment & Settlement
Channel Solutions
Credit Management
Transaction Banking
Open Banking
Digital Operation
QA Platform
AI Applications
Industry Solutions
The industry is undergoing a shift from product-centric, sell-side sales models to buy-side advisory models that focus on asset allocation and investment advisory. However, many domestic banks lack sufficient investment market research capabilities, making it difficult to meet customers' growing demand for diversified asset allocation. Both investment research and advisory capabilities remain underdeveloped. Product sales and service quality are often reliant on the individual abilities of branch staff, resulting in inconsistency, low efficiency, and suboptimal client experiences.
GienTech's Wealth Management System enables financial institutions to monitor and manage client asset portfolios while streamlining client service workflows and applying professional wealth management models. By integrating customer needs, asset transaction data, product details, financial news, market data, operational data, advisory tools, and transaction services, the platform delivers robust capabilities including financial planning, cross-selling tools, wealth operations, transaction services, information feeds, portfolio monitoring, and reporting. It supports multi-tiered, personalized wealth services and helps institutions build end-to-end wealth management capabilities.
Financial institutions are turning to mature wealth management platforms—either through internal development or external deployment—to incorporate advanced experience and industry best practices. By establishing a standardized, process-oriented asset allocation service system, institutions can analyze individual customer needs and recommend investment products and portfolios that match specific risk-return profiles. This client-centric approach lays a solid foundation for the long-term development of wealth management operations.
Work Platform & Management Dashboard:
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Client Center
Includes KYC, account diagnostics/analysis, order monitoring, and stop-profit/stop-loss functionality.
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Product Center
Supports unified product search, tagging, monitoring, evaluation, and a suite of product tools.
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Planning Center
Features template configuration, scenario planning, planning reports, and transaction planning.
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Advisory Center
Covers advisory transactions, client management, portfolio allocation, rebalancing, and market information.
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Report Management
Includes income reports, productivity reports for financial advisors, fund sales reports, wealth sales reports, and customer attrition analytics.
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Model Management
Supports configuration of asset allocation models, robo-advisory models, and financial planning models.
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System Management
Enables management of users, roles, menus, operations logs, institutions, APIs, and trading time settings.
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Wealth Channel
Offers product search, notifications, product recommendation tools, investment planning, client diagnostics, and robo-advisory capabilities.
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End-to-End Service System
Incorporates industry-leading practices to help financial institutions overcome key challenges in wealth management transformation. Supports a transition from product-centered models to client-centered advisory models that emphasize asset allocation and investment consulting, building a comprehensive wealth management service framework.
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Comprehensive Services and Management
Provides unified management of internal and external financial products—including centralized product views, tagging, recommendations, news, and market research. Dual service frameworks support both financial advisors and clients, covering the full lifecycle from diagnostics and investment advice to order processing and portfolio monitoring.
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Online Digital Marketing Platform
A digital marketing solution built around the entire customer lifecycle, helping financial institutions overcome online marketing and operational challenges to accelerate financial marketing performance.
Experience the Product -
Customer Relationship Management System
Deeply aligned with banking business needs, this system leverages big data technologies to mine and analyze customer data, enabling precise identification of differentiated customer needs and facilitating precision marketing.
Experience the Product -
Corporate Customer Relationship Management
Unlock Customer Value, Target High-Potential Clients, and Maximize Existing Customer Engagement.
Experience the Product
