{"id":122414,"date":"2026-07-29T06:33:09","date_gmt":"2026-07-29T06:33:09","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/122414\/"},"modified":"2026-07-29T06:33:09","modified_gmt":"2026-07-29T06:33:09","slug":"ocbc-seeks-to-speed-up-wealth-client-onboarding-with-agentic-ai","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/122414\/","title":{"rendered":"OCBC seeks to speed up wealth client onboarding with agentic AI"},"content":{"rendered":"\n

SINGAPORE, July 29 (Reuters) – Bank of Singapore, the private banking arm of Oversea-Chinese Banking Corp, has begun rolling out \u200can agentic AI<\/a> platform that will cut new account opening \u200ctimes for wealth clients down to 15 business days from more than 30. <\/p>\n

Here \u200bare some details: <\/p>\n

\u2022 The platform, named HELIOS, helps streamline due diligence processes for relationship managers through gathering key data and information, as well as credit risk profiles for new clients. <\/p>\n

\u2022 Roughly 25%, or \u200cmore than 100, \u2060of Bank of Singapore’s relationship managers have begun using the platform over the past five months across \u2060the bank’s Singapore, Hong Kong and Dubai offices. <\/p>\n

\u2022 Jason Moo, Bank of Singapore’s CEO, told the media on Wednesday that roughly 50 \u200bclients have \u200bbeen fully onboarded through the \u200bplatform. The bank caters to \u200chigh-net-worth and ultra-high-net-worth individuals. <\/p>\n

\u2022 The roll-out across Bank of Singapore is expected to be completed by the third quarter of this year, and will be extended to OCBC’s Premier Private Client customer segment by the end of the year. <\/p>\n

\u2022 “This platform is really \u200cto grow and really enhance and \u200bboost client onboarding, and in turn, therefore \u200bcreate business growth,” said \u200bLoretta Yuen, OCBC’s head of group legal and \u200ccompliance. <\/p>\n

\u2022 The move underscores the push \u200bamong banks to \u200bintegrate AI into their client offerings. <\/p>\n

\u2022 OCBC’s larger peer DBS on Tuesday announced enhanced generative AI and agentic AI \u200bcapabilities for its \u200cAI-enabled virtual assistants, which will reach more than 10 million \u200busers across Singapore, Hong Kong and Taiwan. <\/p>\n

(Reporting by Rae \u200bWee; Editing by Sonali Paul) <\/p>\n","protected":false},"excerpt":{"rendered":"SINGAPORE, July 29 (Reuters) – Bank of Singapore, the private banking arm of Oversea-Chinese Banking Corp, has begun…\n","protected":false},"author":2,"featured_media":122415,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[179,7493,61806,61792,61807,54999],"class_list":["post-122414","post","type-post","status-publish","format-standard","has-post-thumbnail","category-agentic-ai","tag-agentic-ai","tag-agentic-artificial-intelligence","tag-bank-of-singapore","tag-ocbc","tag-oversea-chinese-banking-corp","tag-relationship-managers"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/122414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=122414"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/122414\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/122415"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=122414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=122414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=122414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}